Multi-Asset/Investment Advisor
A Mid-Atlantic state agency has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio as its current provider does not offer the investment options the board seeks.
A county in the Southeast is searching for a firm to oversee its $370 million portfolio.
A West Coast city is seeking an investment advisor to assist with a record keeper RFP search for its deferred compensation and retirement health savings plans.
A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.
A plan based in the mid-Atlantic region has issued an RFP seeking a firm to provide investment management services for its investment portfolio.
A West Coast county has issued an RFP seeking administration services for a combined Section 115 OPEB and Pension Prefunding Trust.
A Southeastern city is searching for firms to manage portions of its $130 million cash and investment portfolio.
The transaction is expected to close in first quarter.
A Southeast state deferred compensation plan has begun a search for an investment provider.
A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.