Multi-Asset/Investment Advisor
The foundation opted to retain its incumbent manager for its portfolio following a search from the third quarter as its policy requires the services be put out for bid every six years.
The plan hired a new investment advisor this month to replace its incumbent provider following a search from last year due to the incumbent’s impending contract expiration.
The search follows the district recently selling all $350 million of a bond approved by voters in November 2021.
The city is looking for a firm to assist with investing funds.
The foundation opted to retain its incumbent investment advisor over three other finalists in a search from the third quarter.
The university has issued an RFP seeking a firm to help set its long-term investment and endowment strategy and develop an investment policy after conducting a similar search in 2021.
The college hired a firm to provide financial advisory services for its general obligation bonds, including advising on the investment of bond proceeds, following the issuance of an RFP last summer.
The selected firm will serve an initial three-year term beginning July 1.
The authority rehired its incumbent investment advisor at a meeting this month.
The foundation has issued an RFP seeking a firm to conduct research and make investment decisions on the management of the portfolio, recommend asset allocation and handle reporting, portfolio evaluation and the review of accounts.