Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Foundation Wraps Up Manager Search

The foundation has selected a new investment manager to succeed its incumbent, who had been providing the services since 2004, after issuing an RFP last year.

05.22.24
Multi-Asset/Investment Advisor
Midwest Housing Agency Rehires Investment Advisor

The agency issued an RFP in March due to the incumbent’s contract expiration.

05.21.24
Multi-Asset/Investment Advisor
Western City Posts Advisor Services RFP

The city is seeking the services for its 457 and 401a plans.

05.20.24
Multi-Asset/Investment Advisor
West Coast City Issues Investment Mgmt., Advisory RFP

The city is searching for a firm to provide full portfolio management of its $730 million investment portfolio.

05.20.24
Multi-Asset/Investment Advisor
Northeast Pension Plans Find New Investment Advisor

The plans issued an RFP last month after their outsourced cio was acquired and exited the municipal business.

05.16.24
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Management, Advisory Services Search

The firm will provide investment management and advisory services for the city’s $157 million investment portfolio of operating and capital funds.

05.10.24
Multi-Asset/Investment Advisor
West Coast City Issues Investment Services RFQ

The city is seeking firms to provide investment advisory and/or management services.

05.10.24
Multi-Asset/Investment Advisor
Western City Taps Investment Advisor

The city has never utilized a firm for the services and the manager will handle a portfolio of roughly $70 million.

05.09.24
Multi-Asset/Investment Advisor
Global Alternatives Manager Co-Founder Donates $100 Million To College Preparatory School

The co-founder and co-executive chair of a leading global alternative manager is donating a substantial gift to a college preparatory boarding and day school – the largest single gift ever made to the institution.

05.08.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Issues Investment Advisory RFP

The institution has issued an RFP seeking a firm to provide investment advisory services for its endowment, including providing strategic advice on asset allocation and conducting manager searches and selections.

05.08.24