Multi-Asset/Investment Advisor
Firm will oversee $566 million in cash and investments.
The board introduced new investment options, including replacing age-based portfolios with target enrollment year portfolios.
The new strategies will be available to institutional and retail clients.
Plan approved hiring three firms to make up a panel of transition managers.
Firm will provide non-discretionary management for the city’s $700 million portfolio.
The college is seeking investment managers for its institutional pooled funds in order to conduct a review of investment mandates, fees and services.
The contract of the plan’s current provider has expired.
The regional public agency has extended the deadline for submissions in its search for a firm to deposit and invest funds in Federal Deposit Insurance Corporation-insured certificates of deposit, government securities or other fully collateralized assets.
The reservation is seeking a fee-only financial advisor to provide a variety of services, including valuation of alternative investments and direct investment opportunities.
The foundation hired two new investment advisors to oversee its portfolio following a search from last year for standard due diligence.