Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Housing Authority Posts Investment Mgr. RFP

The authority’s RFP for investment management services follows an RFI issued in the fourth quarter.

05.26.23
Asset Study/Review
Southern Trust Fund Removes Firm From Watch

The fund removed a multi-asset class manager from watch as concerns surrounding organizational changes have subsided, while two firms saw their own watch status extended through February 2024.

05.18.23
Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment Services

The plans are searching for investment advisory, custodial and record keeping services.

05.17.23
Multi-Asset/Investment Advisor
Northeast Housing Authority Posts Investment Advisor RFP

The authority is seeking the services for its portfolio valued between $40 million and $50 million.

05.16.23
Multi-Asset/Investment Advisor
California City Posts Investment Mgmt. Services RFP

The city is seeking a firm to provide management and portfolio services for roughly $1.3 billion in assets.

05.16.23
Multi-Asset/Investment Advisor
Northeast Plan Seeking Investment, Advisory Services

The borough is seeking the services for its two pension plans totaling roughly $11.5 million.

05.15.23
Multi-Asset/Investment Advisor
Rocky Mountain City Rehires Investment Manager

The city rehired its manager to handle its nearly $100 million portfolio.

05.12.23
Multi-Asset/Investment Advisor
Northeast Plan Seeking Investment Manager

The plan is seeking a firm to provide the services for its $10 million in assets.

05.10.23
Multi-Asset/Investment Advisor
Southern University Extends Deadline In Operating Funds Investment Advisor Search

The university also revised the scope of services in the search to include managing funds after it issues
bonded debt.

05.08.23
Multi-Asset/Investment Advisor
Southeast City Seeking Investment Mgmt. Services

The selected firm will manage the city’s investment portfolios on a daily basis.

05.05.23