Multi-Asset/Investment Advisor
The school district is seeking a firm to provide the services for its approximately $3 billion portfolio.
The city is conducting a review of available services and currently utilizes PFM Asset Management.
The city received five proposals in response to an RFP issued in April.
The trust issued an RFP for an investment advisor due to the incumbent’s contract expiration.
The institution is seeking firms to provide investment advisory and quarterly investment performance monitoring services.
The plan is conducting the search for due diligence purposes.
The district issued an RFP in March seeking the services for its approximately $77 million portfolio.
The authority is searching for a firm to invest and manage approximately $230 million.
The town hired a firm to provide non-discretionary investment advisory services for its various trust funds.
The foundation has issued an RFP seeking a banking services provider to spearhead its cash management with a focus on minimizing transaction costs and maximizing investment income on funds.
