Multi-Asset/Investment Advisor
MissionSquare Retirement currently serves as the plans’ service provider.
The town has issued an RFP seeking an advisor for its short-term and medium-term investment portfolio.
The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.
The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.
The city last issued an RFP for the services in 2016.
The county hired a firm to handle its pooled portfolio, which was previously managed by internal staff.
The village made a hire in its search for investment advisory services for its non-pension funds last month.
The city is seeking investment advisory services for its $630 million portfolio.
The plan added a balanced fund manager within its advisor and direct plans to its watchlist due to underperformance.
The organization has launched a free publicly available RFP questionnaire template for foundations and endowments looking to conduct a search for an investment advisor.