Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisor RFP

The West Coast city does not currently utilize an investment advisor.

09.26.24
Searches And Hires
Southern Fund Eyes Direct Investment Opportunities In the State

The fund is looking for opportunities to directly invest in companies based in the state as part of its plan to emphasize the state, identifying and developing new relationships with firms in the state, including emerging managers, as well as seeding strategies created in the state.

09.25.24
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is seeking investment advisory services on behalf of its short- and medium-term portfolios.

09.24.24
Multi-Asset/Investment Advisor
West Coast Agency Seeking Investment Advisor & Manager

The agency’s investment portfolio is currently managed in-house.

09.24.24
Multi-Asset/Investment Advisor
Calif. 457 Plan Seeking Admin, Investment Services

The plan is seeking administrative, investment and communication advisory services.

09.20.24
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.

09.18.24
Multi-Asset/Investment Advisor
Calif. Authority Relaunches Investment Mgr. Search

The RFP follows an RFQ canceled following its April launch.

09.18.24
Multi-Asset/Investment Advisor
Western County Hires Investment Manager

The selected firm will service the county’s investment portfolio and the county school district’s general and bond portfolios.

09.13.24
GTAA
Northeast Pension Axes Multi-Asset Manager Mandates

The retirement fund also disclosed approximately $1.6 billion in alternatives commitments made in July.

09.12.24
Multi-Asset/Investment Advisor
Calif. City Hires Firm For Investment Mgmt., Advisory

The city issued an RFP for its investment portfolio, which was previously handled by the director of finance.

09.12.24