Multi-Asset/Investment Advisor
City completed a 2022 search for portfolio management services of its $50 million portfolio.
The district conducted a similar search for the services in 2017.
The plan will consider multi-asset credit manager recommendations in March and terminated mandates with GMO and MetLife last week.
The diocese hired a new record keeper and service provider for its 401(k) retirement savings plan late last year and transferred the assets to the new provider in mid-December.
The city, which did not previously utilize an advisor, made a hire last year.
District is in search of a firm to externally manage a $30 million to $50 million portfolio.
The authority made a hire in its investment manager search at a November board meeting.
The plan hired a new investment manager to handle an investment in a non-publicly traded financial security at the end of the third quarter.
The college selected a new investment advisor for its portfolio last year after issuing an RFP in the first quarter.
A fund in the South has issued an RFP seeking firms to actively manage investment funds, which are expected to include an estimated $100 million to $300 million, on a day-to-day basis and provide investment advice.