Multi-Asset/Investment Advisor

Searches And Hires
Southern Tribe Conducting Investment Manager Search

A Southern tribe has issued an RFP seeking a firm to handle its investment portfolio.

12.16.19
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Midwest Plans Seeking Investment Advisors, Consultants

A pair of Midwestern pension plans have issued joint RFPs for investment advisory and investment consulting services.

12.09.19
Multi-Asset/Investment Advisor
Northeast 457 Plan Seeking Investment Advisor, Administrator

A deferred compensation plan in the Northeast has issued an RFP for an investment advisor and administrator.

12.09.19
Multi-Asset/Investment Advisor
Rocky Mountain School District Makes Investment Advisor Hire

A Rocky Mountain school district made a hire in its investment advisor search in October.

12.06.19
Multi-Asset/Investment Advisor
Northeast Plans Slate 2020 Investment Services RFP Issuance

A pair of Northeast pension plans will issue their RFP for investment services in early 2020.

12.06.19
Multi-Asset/Investment Advisor
Northeast Town Nearing Investment Advisor Hire

A Northeast town will make a hire in its investment advisor search this month.

12.05.19
Searches And Hires Multi-Asset/Investment Advisor
Texas Fund Slates First Public Market Strategic Partnership Hires

A Texas-based fund is expected to hire two firms to handle billion dollar multi-asset class portfolios as strategic partners at its board meeting this week.

12.04.19
Multi-Asset/Investment Advisor
Illinois Fire District Seeking Investment Advisor, Record Keeper

An Illinois fire district has issued an RFQ for investment advisory and retirement plan record keeping services.

12.02.19
MRI/Social Investments
Canadian University Transferring Endowment Funds To Sustainable Fund

A Canadian university voted to transfer approximately 20% of its endowment to a sustainable investment fund.

11.27.19
Multi-Asset/Investment Advisor
Pa. Township Seeking Pension Services

A township in Pennsylvania has issued an RFP seeking professional services for its pension plans.

11.26.19