• DAFGiving 360 , Alternative…

    Charles Schwab (Westlake, TX)
    …Alts Risk Assessment Reports for Senior Manager review by going through investment offering documents + Review Alts correspondence and quarterly/annual Alts updates ... to ensure ongoing policy compliance + Maintain Alts records - ensure files are complete, well-organized, and documented for quick retrieval + Conduct annual review of DAFgiving360 Fund (SCF) Alts positions to ensure funds are still compliant with policies and… more
    Charles Schwab (09/10/25)
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