Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Calif. Transportation Commission Posts Investment Advisor RFP

The county rehired Public Trust Advisors for the services in 2019.

12.22.22
Multi-Asset/Investment Advisor
Wisconsin City Launches Investment Mgr. RFP

City is seeking an investment manager to maximize earnings safely while meeting daily cash flow needs.

12.22.22
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking a firm to provide investment advisory services for its $173 million portfolio.

12.22.22
International / Global / Emerging Markets
New England Plan Schedules Three Manager RFPs For 2023

The plan will first issue RFPs for global infrastructure and tactical asset allocation managers.

12.22.22
Multi-Asset/Investment Advisor
New England City Seeks Investment Mgmt. Services For Cemetery Funds

The fund has issued an RFP seeking investment managers to serve as a fiduciary for the funds, develop a balanced investment portfolio of growth and income and advise on asset allocation.

12.21.22
Multi-Asset/Investment Advisor
Western College Foundation Issues Investment Mgmt., Advisory RFP

The foundation is searching for a firm to evaluate market risk and develop strategies that minimize the impact on the portfolio, prepare maturity analysis and provide credit analysis of portfolio investments.

12.21.22
Multi-Asset/Investment Advisor
Northeast Authority Posts Investment Mgr. RFQ

Authority has issued yearly RFQ for investment management services.

12.19.22
Multi-Asset/Investment Advisor
West Coast City Makes Investment Manager Hire

The city, which has been reinvesting matured investments in the State of California’s Local Agency Investment Fund, hired a firm in September.

12.16.22
Multi-Asset/Investment Advisor
Florida City Hires 2 Investment Managers

The city hired two firms to manage a portfolio made up of cash, enhanced cash and fixed-income in July.

12.15.22
Multi-Asset/Investment Advisor
Southern School District Taps Meeder As Investment Mgr.

The plan hired Meeder Investment Management for its $529 million in funds.

12.15.22