Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Issues Investment Management RFP

The city is seeking up to two firms to provide the services.

06.27.24
Multi-Asset/Investment Advisor
Western College System Hires Inaugural Investment Advisor

The system hired its investment advisory firm to manage and oversee its portfolio following a search process from earlier this year.

06.25.24
Multi-Asset/Investment Advisor
Northeast Commission Seeking Asset Mgmt. Consulting Services

The commission had $163.9 million in total cash and investments as of Dec. 31.

06.21.24
Multi-Asset/Investment Advisor
Western City Posts Investment Mgmt. RFP

The city is seeking a firm to invest available funds on a discretionary basis.

06.20.24
Multi-Asset/Investment Advisor
Mid-Atlantic University Hires Investment Advisor, Private Markets MD

The university has hired an investment advisory firm and added a managing director to its internal staff to help manage its endowment.

06.18.24
Credit/Private Debt
Northwest Pension Plan Approves Private Debt Search

The pension plan approved a private debt manager search and new 2025 fiscal year asset allocation policy for its four systems last week.

06.18.24
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is searching for a firm to recommend investment management, procedural changes and investment selection and perform trades on behalf of its investment portfolios.

06.17.24
Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24
Multi-Asset/Investment Advisor
Midwest Plan Issues Investment Advisor RFP

The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.

06.12.24
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Management Services

The city first hired its existing investment manager in 2019.

06.12.24