Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Canadian Foundation Hires New Investment Manager

The hire follows a search launched last year as part of its strategy to review and assess the management of its portfolio every five years.

03.13.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Searching For Investment Manager

The college is searching for an investment manager to serve as a fiduciary and support its investment strategy.

03.13.24
Multi-Asset/Investment Advisor
State Commission Seeks Actuarial & Investment Consulting Services For 529 Plan

The institution is looking for a firm to conduct a third-party assessment of the appropriateness and use of a risk-based capital model adopted by the 529 plan.

03.13.24
Multi-Asset/Investment Advisor
Western County Seeking Investment Advisory Services

The county is looking for a firm to supplement its treasury staff with management of approximately $2 billion.

03.12.24
Multi-Asset/Investment Advisor
Calif. City Rehires Investment Advisor

The city launched an investment advisor search in November.

03.08.24
Multi-Asset/Investment Advisor
Northeast Insurance Fund Issues Investment Manager RFP

The fund is looking to hire one firm to handle its approximately $841 million insurance program.

03.06.24
Multi-Asset/Investment Advisor
Calif. County Posts Investment Advisor RFP

The plan conducted a similar search for the services in 2017.

03.04.24
Multi-Asset/Investment Advisor
Northeast Pension Posts Investment Advisor RFP

The plan is seeking a firm to provide investment advisory, custody and pension payment services.

02.28.24
Multi-Asset/Investment Advisor
Parker County Hospital District Seeks Investment Advisor

The institution has issued an RFP seeking a firm to develop and implement an investment strategy for managing its portfolio.

02.28.24
Multi-Asset/Investment Advisor
Calif. Water District Posts Investment Mgmt. RFP

The district is seeking a firm to provide services for its up to $175 million investment portfolio.

02.27.24