Multi-Asset/Investment Advisor
A trust fund based in a Western state has approved the addition of a private equity fund-of-one, a real estate strategy and a custom, multi-asset alternative mandate to its portfolio.
The county rehired its incumbent for the treasury investment pool following a similar RFP process conducted in 2020.
The authority is seeking the services for its $13 million deferred compensation and $11 million defined contribution plans.
The pension fund previously extended the contract of its transition managers by one year.
The firm will manage approximately $6.4 million in an initial investment account.
The city previously issued an RFQ for the services in December due to its incumbent’s expiring contract.
A foundation based in New England is looking to hire an investment manager to oversee its approximately $100 million investment portfolio.
The village expects to select a firm at its Aug. 4 board meeting.
The trust previously rehired its provider in 2019 after a similar RFP process.
The township expects to award a contract by July 1.