Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western University Seeks Firm To Advise & Manage Bond Proceeds

The institution is seeking a firm to provide investment recommendations and execution for bond proceeds totaling more than $100 million.

10.01.25
Daily Feed
Midwest Foundation Inks New Endowment

A foundation affiliated with a Midwestern state government has started a new endowment to support public parks.

10.01.25
Multi-Asset/Investment Advisor
West Coast Healthcare Collaborative Launches Search For Investment Advisor

The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.

09.24.25
Fixed-Income
Northeast Authority Posts Investment Advisor RFP

The trust is seeking fixed-income investment advisory services for the management of its restricted and reserve funds.

09.24.25
Multi-Asset/Investment Advisor
Southern Healthcare System Issues Retirement Plan Advisor RFP

The system issued the RFP as it is looking to offer a competitive retirement plan.

09.24.25
Multi-Asset/Investment Advisor
New England Town Selects New Investment Advisor

The town issued an RFP in April due to purchasing regulations.

09.23.25
Multi-Asset/Investment Advisor
Southwest City Taps New Investment Manager

The city will go into negotiation with the top-ranked firm in its investment manager search.

09.22.25
Multi-Asset/Investment Advisor
Western University Issues Investment Advisor RFP

The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.

09.18.25
Multi-Asset/Investment Advisor
Western University Selects New Firm In Investment Advisor Search

The university selected a new non-discretionary investment advisor for its operating investment portfolio after launching a search earlier this year due to standard due diligence requirements.

09.18.25
Multi-Asset/Investment Advisor
Mid-Atlantic State Issues RFI For Investment Advisor

The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.

09.17.25