Multi-Asset/Investment Advisor
The authority is seeking the services for its portfolio valued between $40 million and $50 million.
The city is seeking a firm to provide management and portfolio services for roughly $1.3 billion in assets.
The borough is seeking the services for its two pension plans totaling roughly $11.5 million.
The city rehired its manager to handle its nearly $100 million portfolio.
The plan is seeking a firm to provide the services for its $10 million in assets.
The university also revised the scope of services in the search to include managing funds after it issues
bonded debt.
The selected firm will manage the city’s investment portfolios on a daily basis.
The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.
The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.
The city expects to make a final selection on June 23.