Multi-Asset/Investment Advisor
The district is seeking investment management and advisory services for its approximately $380 million portfolio.
The city currently invests most of its funds with the state treasurer’s investment fund.
The West Coast city does not currently utilize an investment advisor.
The fund is looking for opportunities to directly invest in companies based in the state as part of its plan to emphasize the state, identifying and developing new relationships with firms in the state, including emerging managers, as well as seeding strategies created in the state.
The city is seeking investment advisory services on behalf of its short- and medium-term portfolios.
The agency’s investment portfolio is currently managed in-house.
The plan is seeking administrative, investment and communication advisory services.
The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.
The RFP follows an RFQ canceled following its April launch.
The selected firm will service the county’s investment portfolio and the county school district’s general and bond portfolios.