Multi-Asset/Investment Advisor

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
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