Multi-Asset/Investment Advisor
The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.
The organization hired an investment advisor in the third quarter following a search from late 2021.
City is searching for a firm to provide non-discretionary management of its investment pool portfolio.
The borough is seeking investment advisory services for its pension and OPEB plans.
County is searching for a firm to manage its $6.8 million other post-employment benefits trust.
District is searching for a firm to manage between $60 million and $150 million in assets.
The plan is seeking small, local managers to receive an initial investment of up to $5 million.
District will hear presentations from four finalists on Sept. 28.
The plan extended the contract of its incumbent banking and investment services provider through 2023, which represents the final contract extension available.
Firm will provide discretionary management of the city’s $78 million portfolio.