Multi-Asset/Investment Advisor
The district plans to invest between $100 million and $200 million under the guidance of the selected advisor.
The city issued an RFP seeking services for approximately $200 million in assets.
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.
The town will stick with its incumbent manager to oversee its portfolio.
The plans conducted a search earlier this year after its former provider was acquired.
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.
The city is seeking a non-discretionary investment manager for its $100 million investment portfolio.
The district was slated to rehire Chandler Asset Management to provide investment management services.
The city will consider discretionary investment advisors.
The firms have entered a strategic investment partnership that will provide access to direct private lower middle market investment opportunities.
