Multi-Asset/Investment Advisor
The RFI has been “issued for informational purposes only.”
The city is seeking information on firms that can assist in managing and providing guidance on its investment portfolio.
Erika Murphy, portfolio manager in Fidelity Investments’ Global Institutional Solutions group, took the time to answer 5 Questions with FIN News, plus a few extras.
The county is seeking the services on behalf of its roughly $131.6 million investment portfolio.
Authority is seeking a firm to assist in the management of its investment portfolio.
The district is seeking a firm to advise and assist with implementation of effective investment strategies and reporting.
The company announced the establishment of a sizeable endowment for its foundation, which will be handled by the company’s asset management arm.
The university is seeking a firm to provide investment advisory services for its endowment and public funds as well as advisory services related to capital project financing.
The plan also previously rehired the firm in 2019 following a similar RFP process.
The plans are seeking administration, investment advisory, actuarial, custodial and related fiduciary services.
