Multi-Asset/Investment Advisor
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.
The council is seeking the services for its public non-pension funds.
The plan selected a new program manager as its board meeting this week following a search from late 2022 due to the incumbent provider’s contract expiration.
The college has commenced a search for an investment manager for a portfolio ranging from $10 million to $20 million.
The county’s current provider will see its contract expire in June.
The plan made a hire in its search seeking investment management services for proceeds of a $60 million bond sale.