Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Issues Investment Management, Advisory Services RFP

The selected firm will serve for an initial three-year period.

12.01.23
Target Date Funds
Colo. 457 Plan Hires New Target Date Fund Mgr.

The plan replaced its target date fund manager due to the firm’s underperformance.

11.21.23
Multi-Asset/Investment Advisor
Southern Community College Seeks Financial Advisory Services

The college is seeking a firm to advise and assist in the development of short-term and long-range financing plans as well as advise on investment of funds.

11.21.23
Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisor RFP

The institute has issued an RFP seeking an investment advisor to manage fund managers, recommend allocation changes and provide objective, external reporting on performance after canceling a search in 2021.

11.21.23
Multi-Asset/Investment Advisor
Northeast City Issues Investment Advisor RFP

The city is searching for a firm to manage a customized investment program.

11.20.23
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Prepares RFP

A nonprofit group based in the Rocky Mountain region plans to issue an investment advisor RFP next year.

11.15.23
Multi-Asset/Investment Advisor
Texans Approve Creation Of Endowment Fund For Emerging Research Universities

Texas citizens approved Texas Proposition 5 to create the Texas University Fund and provide funding to some higher education institutions with nearly two-thirds of voters voting in favor of the constitutional amendment.

11.15.23
Multi-Asset/Investment Advisor
Midwest State Agency Searching For Advisor

The agency is searching for a financial and investment advisor for its student loan program.

11.15.23
Multi-Asset/Investment Advisor
Southeast Deferred Compensation Plans Post Investment Advisor RFP

City is seeking investment advisory services on behalf of its $4.2 million 457 and $6.1 million 401(a) retirement plans.

11.14.23
Multi-Asset/Investment Advisor
Western County Seeking Investment Services

The county is seeking services for its up to $100 million in cash and investments.

11.13.23