Multi-Asset/Investment Advisor
City is seeking investment services for its $215 million investment portfolio.
The district is searching for its first outside investment advisor.
The city’s pooled investment portfolio was previously managed by finance staff.
The city launched a search in December due to the incumbent’s contract expiration.
The county is seeking a firm to provide investment advisory services for its roughly $700 million portfolio.
The city is looking for an advisor for its portfolio of approximately $225 million or more.
The manager will handle a portion of the county’s $600 million portfolio.
The selected firm will create and manage an investment portfolio and provide reporting and regular updates on portfolio performance, among other responsibilities.
The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.
The plans launched a search last year after news that its incumbent was being acquired.
