Multi-Asset/Investment Advisor
The plan had worked with its incumbent investment manager since 2022.
The college has issued an RFP seeking a firm to provide investment advisory and investment management services for its endowment assets.
The fund is seeking the services for two local government investment pools totaling approximately $58.4 billion as its incumbent provider’s contract is set to expire at the end of the year.
The county is seeking a firm to provide investment management and advisory services for its endowment fund, including conducting due diligence, selecting investment managers and overseeing asset allocation modeling.
Fifth Third Bank and Nuveen currently provide investment management services for the city.
The city concluded its search for a firm to provide the services for its $1 billion investment portfolio.
The city expects to award a contract in October.
The firm will provide non-discretionary investment advisory services for the city’s short and long-term investments.
The selected firm will provide services for the city’s managed investment portfolio that is valued at $430 million.
The university selected its incumbent investment advisor to continue advising its short-term operating funds following a search from the first quarter due to the firm’s impending contract expiration.
