Multi-Asset/Investment Advisor
The institution is seeking an investment manager to provide investment strategies and solutions to maximize investment returns for its operating, long-term, endowment and surplus funds.
The county expects to select a firm at its Oct. 9 governing committee meeting.
The institution selected a firm to provide investment advisory and management services for its operating funds portfolio at the end of the second quarter after issuing an RFP earlier in the year.
The plan, which conducted a similar search in 2018, is seeking a firm to manage its investments.
The foundation is seeking a firm to oversee and administer its investment portfolio as well as develop and maintain its investment policy.
County conducted a similar search for a portion of its investment portfolio in 2019.
The agency has issued an RFP seeking a financial advisor to help facilitate the issuance of bonds and other obligations and advise on their investment.
The foundation is conducting the search for standard due diligence purposes as it seeks a manager to oversee its portfolio, develop an asset allocation mix and update and implement its investment policy.
The plans conducted a similar search in 2021.
The town issued an RFP in February seeking a firm to provide non-discretionary services for a short-term and medium-term investment portfolio.