Multi-Asset/Investment Advisor

Announcements
HBCU Receives $150 Million Gift From Nearby Foundation

The university recently received donation from a Texas-based foundation marks the largest single donation ever made to a historically Black college or university in the U.S.

10.16.25
Multi-Asset/Investment Advisor
Midwest Treasurer Cancels Program Manager Search

The recently canceled search received one proposal for the services.

10.15.25
Multi-Asset/Investment Advisor
Southern Fund Seeks To Actively Manage Investment Funds

The fund has issued an RFP seeking investment firms and/or financial advisors to provide strategic financial guidance and actively manage investment funds on a day-to-day basis.

10.15.25
Multi-Asset/Investment Advisor
Western Nonprofit To Issue Investment Mgmt. RFP

The organization expects to issue an RFP for investment managers and custodians in the coming months after its new investment advisor reviews its investment policy.

10.15.25
Multi-Asset/Investment Advisor
Western Organization Issues Investment Advisor RFP

The organization has issued an RFP seeking an investment advisor to invest and manage a portion of its assets over a three-year period with a conservative to moderate risk tolerance.

10.09.25
Multi-Asset/Investment Advisor
Endowment Fund Seeks Investment Managers

The fund is searching for an investment manager to handle its endowment, develop and implement an investment strategy as well as recommend and manage asset allocation.

10.09.25
Multi-Asset/Investment Advisor
Calif. County Treasury Taps New Investment Advisor

The county awarded a contract for the services in August on behalf of its $7.2 billion portfolio.

10.08.25
Multi-Asset/Investment Advisor
Western Community College Foundation Retains Incumbent Mgr.

The foundation retained its incumbent manager after issuing an RFP for the services earlier this year.

10.08.25
Multi-Asset/Investment Advisor
Northeast Pension Taps New Investment Advisor

The incumbent firm has served as advisor for the plan for 25 years.

10.06.25
Multi-Asset/Investment Advisor
Pacific Northwest City Posts Investment Management Services RFP

The selected firm will provide non-discretionary management of the city’s safekeeping account.

10.03.25