Multi-Asset/Investment Advisor
The plan has issued an RFQ seeking a firm to manage its endowments and restricted funds as well as develop comprehensive periodic financial reports.
A mid-Atlantic church has issued an RFP seeking an investment advisor to oversee and manage two portfolios.
The foundation approved investments with two Black-led strategies as it looks to achieve its goal of allocating half of its portfolio to diverse-owned managers by the end of 2025.
The incumbent provider declined to respond to the RFP issued in May.
The district is seeking investment management and advisory services for its approximately $380 million portfolio.
The city currently invests most of its funds with the state treasurer’s investment fund.
The West Coast city does not currently utilize an investment advisor.
The fund is looking for opportunities to directly invest in companies based in the state as part of its plan to emphasize the state, identifying and developing new relationships with firms in the state, including emerging managers, as well as seeding strategies created in the state.
The city is seeking investment advisory services on behalf of its short- and medium-term portfolios.
The agency’s investment portfolio is currently managed in-house.