Multi-Asset/Investment Advisor
Two state funds on the West Coast have announced finalists as part of a search for investment managers.
The selected firm will serve for an initial one-year term beginning on July 1.
The water district conducted a similar search process for the services on behalf of its short-term liquidity portfolio in 2019.
The county issued an RFP in October seeking services for its Section 115 OPEB and Pension Trusts.
The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.
A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.
The county issued an investment advisor RFP in September and most recently rehired the incumbent in 2019.
The authority issued its annual RFQ for investment management services in December.
The office has issued an RFP seeking a firm to provide portfolio management services for its trust and custodial accounts totaling approximately $50 million.
The city is searching for firms to provide services for its various funds.