Multi-Asset/Investment Advisor

MRI/Social Investments
NJ Treasury Seeking Social Impact Fund Manager

The state is seeking a firm to help create a special purpose vehicle for in-state investments.

05.24.24
Multi-Asset/Investment Advisor
Calif. County Wraps Up Investment Advisor Search

The county selected a firm to provide services for its $2 billion in operating and capital funds.

05.23.24
Multi-Asset/Investment Advisor
Northwest Authority Issues Investment Manager RFP

The authority last issued an RFP for investment management services in 2019.

05.23.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management Services RFP

The foundation has launched the search for investment management services as a result of a five-year fiduciary review and the incumbent provider is allowed to rebid.

05.22.24
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