Multi-Asset/Investment Advisor
The city is conducting a search for non-discretionary and discretionary services after launching a similar search in 2021.
The college has issued an RFP seeking a firm to maintain a checking account and a separate operating, money-market account as well as manage an endowment fund.
The Southern pension plan last conducted a search for the services in 2019.
The authority is seeking an investment manager for its defined benefit pension investment funds.
The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.
The district last conducted a search for the services in 2018.
The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.
The district received four proposals in response to its investment advisor RFQ.
A 529 plan based in New England has selected program and investment managers after a search.
The village will review proposals related to investment services for its $70 million in cash deposited in an insured cash sweep account.