Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Manager

The water authority is seeking the services on behalf of its approximately $1.1 billion investment portfolio.

05.23.25
Administrator - Bundled
Northeast Investment Pool Restarts Bundled Provider Search

The pool previously issued an RFP in 2024 but canceled the search earlier this year.

05.23.25
Multi-Asset/Investment Advisor
West Coast Authority Issues Investment Mgmt. RFP

The authority is seeking a firm to provide day-to-day administration of its investment portfolio.

05.23.25
Multi-Asset/Investment Advisor
Midwest University Hires Firm To Manage Short-Term Investments

The firm’s hire follows an RFP process initiated due to the impending contract expiration of the university’s incumbent provider.

05.21.25
Multi-Asset/Investment Advisor
Southwest City Seeking Investment Mgmt. Services

The selected firm will handle the city’s various accounts totaling $716.6 million.

05.20.25
Multi-Asset/Investment Advisor
Midwest County Seeking Investment Manager

The county is searching for an investment manager to oversee its roughly $61 million investment portfolio.

05.19.25
Multi-Asset/Investment Advisor
Western Tribe Issues Investment Advisor RFP

The tribe is seeking an investment advisor to assist with the implementation and ongoing management of its investment program after it recently approved investment policy statements for its long-term investment portfolios and minor’s trust.

05.14.25
Multi-Asset/Investment Advisor
Midwest Fire District Seeking Investment Manager

The district is establishing a new defined benefit plan later this year.

05.13.25
Multi-Asset/Investment Advisor
Southwest School District Posts Investment Advisor RFP

The district is tentatively scheduled to make a recommendation to its board of trustees in August.

05.12.25
Fixed-Income
Commonwealth Trust Selects Investment Grade, Multi-Asset Managers

The selections conclude RFPs issued by the commonwealth in early 2024.

05.09.25