The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”
The firm is seeking a U.S. endowment and foundation segment leader to shape is strategic direction and expand its presence among mission-driven institutional investors.
The university will search for an investment manager to handle its portfolio after it approved a new investment policy transitioning portfolio management to an external firm from state-managed funds.