Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast University Delays Consideration To Divest From Entities Involved In Gaza & West Bank Violence

The university has postponed its consideration of divesting its endowment from companies and industries that are implicated in military and police violence in Gaza and the West Bank.

08.07.24
Multi-Asset/Investment Advisor
Midwest Treasurer Wraps Up Manager Search

The treasurer’s office selected two program managers, one new firm and its incumbent, to provide program management and administrative services for its college savings plans.

08.07.24
Alternatives
Global Alternatives Mgr. Acquiring Wealth, Asset Mgmt. Firm

The global alternatives manager has signed a definitive agreement to acquire the wealth management, investment banking and asset management firm through its latest private equity buyout fund.

08.05.24
Multi-Asset/Investment Advisor
Western Water District Seeking Investment Advisor

The district plans to invest between $100 million and $200 million under the guidance of the selected advisor.

08.05.24
Multi-Asset/Investment Advisor
Southeast City Hires Investment Advisor

The city issued an RFP seeking services for approximately $200 million in assets.

08.02.24
Multi-Asset/Investment Advisor
New England College Issues Investment Management RFP

The college is seeking a firm to help develop an asset allocation structure and research, select and monitor investment managers as well as gain access to capacity constrained managers and opportunities.

07.24.24
Multi-Asset/Investment Advisor
Southeast Town Selects Investment Manager

The town will stick with its incumbent manager to oversee its portfolio.

07.23.24
Multi-Asset/Investment Advisor
Midwest Utilities Plans Tap New Investment Advisor

The plans conducted a search earlier this year after its former provider was acquired.

07.22.24
Multi-Asset/Investment Advisor
Midwest 529 Renews Program Manager Contract

The college savings plan selected its incumbent program manager to lead the selection and monitoring of investment options following an RFP process due to the firm’s impending contract expiration.

07.19.24
Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Manager

The city is seeking a non-discretionary investment manager for its $100 million investment portfolio.

07.19.24