Multi-Asset/Investment Advisor
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.
The plan has issued an RFP for a firm to provide investment and custodial services for one of its portfolios.
The plan is seeking an advisor due to an ownership change at its incumbent.
The city expects to award a contract on April 20.
The district is seeking investment management services.
