Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Southwest County Posts Fixed-Income Mgr. RFP

The county is seeking a manager to handle a portion of a recent cash settlement.

05.06.24
Multi-Asset/Investment Advisor
Great Lakes City Makes Investment Manager Hire

The city initially engaged in a short-term agreement with the manager in October to manage $25 million.

05.03.24
Daily Feed
Southern Nonprofit, Businessperson Make Record Gifts To College

The nonprofit and a business leader have donated large gifts to a college in the region to expand its library.

05.02.24
Multi-Asset/Investment Advisor
Mid-Atlantic College To Invest Largest Bequest In School History In Endowment

The college will receive an approximately $55 million gift – the largest bequest in the institution’s 140-year history – and invest approximately $50 million in its endowment.

05.02.24
Multi-Asset/Investment Advisor
New England College Seeks Investment Mgmt. Services

The college is searching for a firm to grow its cash reserves through low-risk liquid investment instruments that provide competitive market returns.

05.02.24
Multi-Asset/Investment Advisor
New England University Seeks Firm To Help Establish, Maintain Portfolio

The university is seeking a firm to help establish and maintain an investment portfolio for its cash flow requirements utilizing low risk portfolio strategies.

05.02.24