Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwestern Endowment Seeks Investment Management Advisory Services

The fund has issued an RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on all investment managers on a regular basis.

07.03.24
Multi-Asset/Investment Advisor
Southeast Authority Selects Investment Advisor

The authority rehired a firm to advise its approximately $225 million in operating bond, debt service and capital non-pension funds.

07.02.24
Multi-Asset/Investment Advisor
West Coast Water District Selects Investment Manager

The district rehired its incumbent, which has provided services since 2001.

07.02.24
Multi-Asset/Investment Advisor
Hawaii County Concludes Investment Advisor Search

The county issued an RFP in March seeking a firm to provide the services for its $700 million portfolio.

06.27.24
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