Multi-Asset/Investment Advisor

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
Searches And Hires Multi-Asset/Investment Advisor
Canadian College Selects Investment Firm

A Canadian college selected a firm to provide investment management services for its endowment funds in the fourth quarter.

04.08.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
West Coast City Launches Investment Consultant Search

A West Coast city has issued an investment consultant RFP.

04.08.20
Multi-Asset/Investment Advisor
Rocky Mountain Authority Seeking Investment Advisory Services

A Rocky Mountain-based authority has initiated a search for investment advisory services.

04.07.20
Multi-Asset/Investment Advisor
Southern City Launches Investment Management Services RFP

A Southern city has launched an RFP for investment management services.

04.06.20
Multi-Asset/Investment Advisor
Midwest Transit Plan Seeking Trustee Services

A Midwestern pension plan has issued an RFP seeking trustee services.

04.06.20
Multi-Asset/Investment Advisor COVID-19 News
Northeast Plans Delays Investment Advisor Search

Northeast pension plans have delayed their investment advisor search due to the coronavirus crisis.

04.03.20