The firm hired a senior investment associate from another outsourced cio to serve as its sole senior investment analyst as it has reached $3 billion in assets under management.
The investment analyst will assist with investment due diligence, data analysis, performance monitoring and researching new strategies, among other responsibilities.
The university is considering replacing an existing ban on securities tied to oil and gas companies within two of its investment portfolios with more flexible environmental and societal impact investment guidelines.
The university retained its incumbent investment consultant to conclude its search from the first quarter for a firm to monitor, manage and grow its portfolio.
The foundation hired a new firm over its incumbent advisor to provide investment advisory and management services for its endowment and fiduciary fund following a search.