Multi-Asset/Investment Advisor

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

City is seeking investment advisory services for its investments, a majority of which are held in local government pools.

02.06.24
Multi-Asset/Investment Advisor
Southern University Weighs Investment Manager RFP

The university is considering launching a search for an investment manager as it last conducted an RFP process in the summer of 2021.

01.31.24
Multi-Asset/Investment Advisor
Rocky Mountain Plan To Launch Investment Mgr. Search

The pension plan is currently managed in-house.

01.29.24
Multi-Asset/Investment Advisor
Western Treasurer Seeking Fund Managers For Portfolios

The office has issued an RFP seeking managers to handle all or a portion of various portfolios it oversees.

01.26.24
Multi-Asset/Investment Advisor
Southern College Receives Record Donation

The institution has received a $100 million donation for endowed scholarships and campus improvements.

01.24.24
Multi-Asset/Investment Advisor
Southern University System Eyes Retirement Plan Investment Products

The system has issued an RFP seeking a minimum of four firms to provide investment products and services for its retirement plans.

01.24.24
Multi-Asset/Investment Advisor
Northeast Transit Authorities Conclude Investment Services Searches

The authorities launched searches in September as they neared the end of their five-year contract with their incumbent.

01.22.24
Multi-Asset/Investment Advisor
Colo. County Treasurer Taps New Investment Advisor

The county treasurer’s office selected a new investment advisor to manage its fixed-income investment portfolio.

01.19.24
Multi-Asset/Investment Advisor
Southern Nonprofit Seeks Investment Advisor For Retirement Plan

The organization has issued an RFP seeking retirement plan investment advisory services to minimize investment cost, improve operational efficiency and maximize investment capabilities.

01.18.24
Multi-Asset/Investment Advisor
Florida City Posts Investment Advisor RFP

The city is searching for a firm to provide services for its $200 million portfolio.

01.03.24