Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England Hires New Manager-of-Managers

The new firm will manage approximately more than half of the plan’s assets.

11.08.22
Multi-Asset/Investment Advisor
Southwest City Posts Investment Advisor RFP

The city is seeking an investment advisor for its $60 million portfolio.

11.08.22
Multi-Asset/Investment Advisor
Southeast Authority Posts Investment Advisor RFP

The authority is seeking an investment advisor for its retirement funds.

11.07.22
Multi-Asset/Investment Advisor
Midwest City Issues Discretionary Manager RFP

The selected manager will handle proceeds from an upcoming bond sale.

11.07.22
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Advisor Search

The plan has decided to stick with its incumbent to provide investment management services for its approximately $1 billion portfolio.

11.04.22
Multi-Asset/Investment Advisor
Midwest University Seeks Advisor To Handle Bond Proceeds

The university is seeking a firm to handle joint investment of bond proceeds services on behalf of itself, and two other universities in the state.

11.03.22
Cash/Currency
West Coast Trust Fund Posts Investment RFPs

The trust is seeking an investment manager and a money market provider.

11.02.22
Multi-Asset/Investment Advisor
New England College Updates Investment Mgr. Search Timeline

The college has modified the timeline to conclude its search for a firm to advise and manage a portfolio to late December/early January from September/October.

10.27.22
Multi-Asset/Investment Advisor
New England College Foundation Issues Investment Services RFP

The foundation has issued an RFP seeking an investment manager for its endowment as its bylaws require the services be put out for bid every five years.

10.27.22
Multi-Asset/Investment Advisor
New England Town Seeking Mgr. For Educational Fund

The town has launched its search for an investment manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

10.27.22