Multi-Asset/Investment Advisor
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.
The organization made an award in its search for a firm to provide investment management services for its sovereign wealth fund to conclude a process launched in the third quarter of 2025.
The authority’s investment portfolio is currently held in money market funds and various U.S. securities.
The Midwest state’s $15.1 billion treasurer’s office is seeking investment management and consulting services.
City is seeking a firm to manage part of its $67.2 million investment portfolio.
The college is weighing a proposal from a student finance committee to transfer nearly $4 million in surplus fees from a student fund to its endowment.
The college is seeking the services as it looks to enhance cash management and investment performance.