Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest State Treasurer Issues Investment Mgr. RFP

The current provider will see its contract expire at the end of the year.

09.17.26
Multi-Asset/Investment Advisor
New England Investment Pool Posts Investment Management RFP

The state’s treasurer has issued an RFP for an investment manager to provide services for its $1.4 billion Ocean State Investment Pool.

09.17.26
Multi-Asset/Investment Advisor
Western Health Authority Seeks Investment Mgmt., Advisory Services

The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.

09.16.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is seeking non-discretionary management services related to its $100+ million investment portfolio.

09.15.26
Industry News
Investment Advisor Launches Endowment & Foundation Practice

The firm has launched a new practice providing foundations, museum, educational institutions and endowments a dedicated resource offering tailored investment management, impact strategy and governance support.

09.09.26
Multi-Asset/Investment Advisor
Northeast Authority Issues Trustee Services RFQ

The authority has issued an RFQ seeking firms to provide trustee services in connection with the issuance of bonds.

09.09.26
Multi-Asset/Investment Advisor
Southern College Seeks Investment Mgmt., Advisory Services

The college has issued an RFP seeking a firm to provide strategic investment advice and management services.

09.09.26
Multi-Asset/Investment Advisor
West Coast DC Plans Terminate Balanced Manager

The defined contribution plans terminated their underperforming balanced manager last month.

09.08.26
Multi-Asset/Investment Advisor
Colo. Water Authority Seeking Investment Advisor, Mgr.

The authority expects to issue an award notice in January.

09.03.26
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