Multi-Asset/Investment Advisor
The university has issued an RFP seeking a firm to review its Optional Retirement Plan and 403(b) plan as part of a periodic review of the retirement plans for standard due diligence purposes.
The city is seeking non-discretionary portfolio management services.
The city is seeking an investment advisor to handle $31 million of its roughly $244 million portfolio.
The borough is seeking a manager for about $5.7 million in investable pension fund assets.
The county is seeking investment advisory services for its $34 million in non-pension funds.
The city is seeking discretionary investment management services for its OPEB Trust.
The investment manager will be tasked with managing $75 million.
The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.
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.