Multi-Asset/Investment Advisor

Daily Feed
Western Foundation Postpones Discretionary Investment Advisor Search

A Western foundation has postponed its search for a discretionary investment advisor for its investment portfolio.

04.22.20
Multi-Asset/Investment Advisor
Midwest University Foundation Seeks Advisor For New Donor Fund

A Midwestern university foundation has issued an RFP seeking a firm to manage a donor-advised fund.

04.22.20
Searches And Hires Multi-Asset/Investment Advisor
Oregon City Issues Investment Management Services RFP

An Oregon city issued an RFP for investment management services today.

04.22.20
Daily Feed
Pacific Northwest Plan Issues Investment Advisor RFP

A pension plan in the Pacific Northwest has begun a search for an investment advisor for its defined benefit plan.

04.20.20
Multi-Asset/Investment Advisor
Northeast Township To Hear Investment Consultant Recommendation

A Northeast township will hear investment consultant presentations and a recommendation in its search this week.

04.20.20
Searches And Hires
Canadian Foundation Searching For Outsourced CIO

A Canadian foundation has issued an RFP seeking an outsourced cio for a new government-funded investment pool.

04.20.20
Searches And Hires
Midwestern College System Issues Discretionary Investment Advisor RFP

A college system based in the Midwest has issued an RFP seeking a discretionary investment advisor.

04.20.20
Multi-Asset/Investment Advisor
Rocky Mountain School District Sticks With Investment Advisor

A Rocky Mountain school district awarded its investment advisory services contract to the incumbent firm.

04.17.20
Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Western Foundation Postpones Investment Advisor Search Due To COVID-19

A Western foundation has postponed its search for a discretionary investment advisor in light of the emergence and spread of COVID-19.

04.15.20
Asset Study/Review
Southern Trust Fund Adds New Asset Classes To IPS

A Southern trust fund formally added two new asset classes to its investment policy statement in the fourth quarter.

04.08.20