Multi-Asset/Investment Advisor
The selected firm will provide services for the city’s managed investment portfolio that is valued at $430 million.
The university selected its incumbent investment advisor to continue advising its short-term operating funds following a search from the first quarter due to the firm’s impending contract expiration.
The organization made an award in its search for a firm to provide investment management services for its sovereign wealth fund to conclude a process launched in the third quarter of 2025.
The authority’s investment portfolio is currently held in money market funds and various U.S. securities.
The Midwest state’s $15.1 billion treasurer’s office is seeking investment management and consulting services.
City is seeking a firm to manage part of its $67.2 million investment portfolio.
The college is weighing a proposal from a student finance committee to transfer nearly $4 million in surplus fees from a student fund to its endowment.
The college is seeking the services as it looks to enhance cash management and investment performance.
The district issued an RFP in April due to the incumbent’s contract expiration.
The search is being conducted due to incumbent Hancock Whitney Investment Advisors’ upcoming contract expiration.
