Multi-Asset/Investment Advisor
The board made a hire in its investment advisor search late last year.
The college rehired its incumbent investment advisor to manage and oversee its investment portfolio following a search from last year that yielded five proposals.
The university has issued an RFP seeking a firm to provide investment advisory and management services for its three-tiered operating funds portfolio, which typically ranges between $350 million and $550 million.
The district expects to issue an intent to award the week of June 30.
The plan is seeking investment management services for operating funds that could run between $215 million and $230 million.
The city made the hire at a December council meeting after issuing an RFP in July.
The plan is seeking the services for its investment portfolios totaling approximately $58 million.
The search is part of a periodic review of managers.
The authority has issued an RFP seeking an investment advisor to oversee and manage its operating and other post-employment benefit trust funds.
The foundation opted to retain its incumbent manager for its portfolio following a search from the third quarter as its policy requires the services be put out for bid every six years.