... The investment policy shall include long term benchmarks, asset classes as well as the weights of the asset classes and ... Institute shall be consulted on the selection and scope of asset allocation consultant(s) retained by the Memorial Trust. read more...

Category: Trust Histories

... … that Bruce and Lou brought were, one, not only saving the assets, but two, growing them, and also helping the Institute … ... open for seven years for tax reasons; then its remaining assets were transferred into the Memorial Trust as well. ​ The read more...

Category: Trust Histories

... the combined investment teams would work on a revised asset allocation for the combined endowment, followed by a review read more...

Memorial Trust History April 28, 2020

... … that Bruce and Lou brought were, one, not only saving the assets, but two, growing them, and also helping the Institute … ... open for seven years for tax reasons; then its remaining assets were transferred into the Memorial Trust as well. The read more...

Category: Trust Histories
MTrust History April 28, 2020

... … that Bruce and Lou brought were, one, not only saving the assets, but two, growing them, and also helping the Institute … ... open for seven years for tax reasons; then its remaining assets were transferred into the Memorial Trust as well. The read more...

Category: Trust Histories
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