Multi-Asset/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.
The community foundation hired a new investment advisor in the fourth quarter, replacing its incumbent, which had been providing the services since at least 2012.
The village votes on a recommendation at its Oct. 17 board meeting.
The plan’s incumbent managers were first hired in 2018.
The selected firm will manage its operating and capital assets.
An RFP was issued in July seeking a firm to provide services for its approved bond proposals.
The county hired a firm for its more than $600 million portfolio.
The authority had been working with its incumbent investment manager since 2004.
The hire concludes an RFP process that began in November.
The community college affiliated foundation is searching for an investment manager to oversee and provide discretionary management for its endowment.