News
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The treasurer’s office made selections in its investment consultant and investment custodian searches in the third quarter.
A total of four firms were interviewed at a board meeting today.
The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.
The city is looking for a discretionary manager for its $350 million portfolio.
Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.
The university has begun its search for its next investment head as its cio will step down from the role toward the end of the year to focus on his board of directors roles, teaching and philanthropic endeavors.
The university is seeking a director of investments to be involved in all stages of the investment process from sourcing, origination, due diligence and implementation of investment opportunities to subsequent monitoring and portfolio management.
The institution is seeking an investment analyst to conduct and deliver quantitative and qualitative analysis for its endowment.
The plan has issued an RFQ seeking a firm to manage its endowments and restricted funds as well as develop comprehensive periodic financial reports.
The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.