Multi-Asset/Investment Advisor

Industry News
Global Asset Manager Acquiring Multi-Asset Manager

The acquisition agreement will generate a combined diversified global asset manager overseeing approximately $571 billion in assets.

08.26.26
Multi-Asset/Investment Advisor
Southern College Savings Plan Hires New Mgr., Modernizing Investment Approach

The plan has hired a wealth management firm as its new investment manager and the firm has entered a strategic collaboration to modernize the college savings plan.

08.26.26
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city retained the incumbent investment advisor for its approximately $67.2 million in portfolio holdings.

08.26.26
Multi-Asset/Investment Advisor
Midwest Tribe Launches Trust Fund Advisory Search

The tribal nation is searching for firms to provide investment management and investment advisory services alongside custodial and record keeping, participant accounting and tax reporting services.

08.26.26
Multi-Asset/Investment Advisor
Pacific Northwest Program Seeking Admin., Investment Mgmt. Services

The program, which will fully launch next year, has begun a search for administration and investment management services.

08.25.26
Multi-Asset/Investment Advisor
New England University Hires New Firm To Manage Assets 

The university hired a new firm to provide investment management services for its financial assets as well as those of its foundation following a search from last year.

08.24.26
Multi-Asset/Investment Advisor
Lone Star Transit Agency Posts Investment Advisor RFP

The search is for a firm to handle the agency’s $651 million in cash and investments.

08.21.26
Multi-Asset/Investment Advisor
Texas Transit Org Launches Investment Advisor Search

The Austin, Texas-based organization has in excess of $500 million in investable assets.

08.21.26
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking investment advisors for two asset pools.

08.21.26
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Advisory Services For Establishing OPEB Trust

The corporation is seeking firms to provide comprehensive advisory, administrative and investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

08.19.26