Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Wraps Up Investment Advisor Search

A Western city made hired a new investment advisor as the result of an RFP issued last quarter.

01.31.20
Multi-Asset/Investment Advisor
Midwest Plan Concludes Investment Mgmt., Custodial Search

A Midwestern pension plan made a hire in its investment management and custodial services search this month.

01.31.20
Multi-Asset/Investment Advisor
Western City Reissues Investment Advisor RFP

A Western city has reissued its RFP seeking investment advisory and portfolio management services.

01.31.20
Searches And Hires
Western Plan Issues Investment, Industry Consultant RFPs

A plan in the West has issued RFPs for both an investment consultant and industry consultant.

01.31.20
Multi-Asset/Investment Advisor
Southeast Commission Issues Independent Consultant, TPA Services RFP

A Southeastern commission is seeking an independent consultant as well as TPA services for its retirement plans.

01.30.20
Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Pennsylvania Plans Post Investment Consulting, Custodial Services RFP

Pennsylvania pensions plans have begun their search for investment consulting and custodial services.

01.28.20
Fixed-Income Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Southwestern University Issues Investment Advisor RFP

A Southwestern university has issued an RFP seeking an investment advisor for its approximately $1 billion portfolio.

01.28.20
Multi-Asset/Investment Advisor
Florida City Searching For Investment Advisor

A Florida city is searching for an investment advisor for its approximately $200 million investment portfolio.

01.27.20
Searches And Hires
Midwestern 529 Plan Issues Program Management And Investment Services RFP

A Midwestern 529 plan has issued an RFP seeking a firm to provide program management, administration and investment services.

01.23.20
Multi-Asset/Investment Advisor
Great Lakes Authority Rehires Investment Manager

A Great Lakes-based authority rehired its investment management services provider.

01.23.20