Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Posts Investment Advisor RFP

The city is looking for a firm to handle up to $450 million in operating and capital funds.

12.08.23
Multi-Asset/Investment Advisor
New England Institution Issues Investment Mgmt. RFP

The institution is seeking firms to manage its investment portfolio, including researching, selecting and monitoring managers.

12.07.23
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Advisor

The city is looking for a firm to oversee its $69 million in non-pension funds.

12.05.23
Multi-Asset/Investment Advisor
Texas Authority Posts Investment Advisor RFP

The authority is looking for an advisor for its $600 million portfolio.

12.01.23
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