Multi-Asset/Investment Advisor

Credit/Private Debt
Northwest Pension Plan Eyes Private Debt Search, New A/A

The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.

06.11.24
Multi-Asset/Investment Advisor
Northeast City Hires Investment Advisor

The firm will provide services to the city’s various funds and accounts.

06.07.24
Multi-Asset/Investment Advisor
Southwestern School Issues Investment, Banking RFP

The school has issued an RFP seeking firms to provide banking and investment services, including consulting and advice on the investment of funds.

06.05.24
Multi-Asset/Investment Advisor
West Coast District 457 Plan Seeking Investment Advisor

The district is seeking a firm to provide co-fiduciary investment advisory/consulting services.

06.05.24
Multi-Asset/Investment Advisor
Southern Hospital District Seeks Investment Manager

The hospital district is searching for individuals or firms to provide investment management services for its portfolio, including actively trading the fund.

05.30.24
Multi-Asset/Investment Advisor
West Coast County Retains Investment Advisor

The county first hired its incumbent in 2006.

05.24.24
MRI/Social Investments
NJ Treasury Seeking Social Impact Fund Manager

The state is seeking a firm to help create a special purpose vehicle for in-state investments.

05.24.24
Multi-Asset/Investment Advisor
Calif. County Wraps Up Investment Advisor Search

The county selected a firm to provide services for its $2 billion in operating and capital funds.

05.23.24
Multi-Asset/Investment Advisor
Northwest Authority Issues Investment Manager RFP

The authority last issued an RFP for investment management services in 2019.

05.23.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management Services RFP

The foundation has launched the search for investment management services as a result of a five-year fiduciary review and the incumbent provider is allowed to rebid.

05.22.24