Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast District Searching For Investment Advisor

District is searching for a firm to manage its $30 million portfolio.

06.01.22
Multi-Asset/Investment Advisor
Southern Water Plan Begins Advisor Search

Plan is searching for a non-discretionary manager for its $1.6 billion portfolio.

05.31.22
Multi-Asset/Investment Advisor
Calif. County 457 Concludes Target-Date Fund Mgr. Search

The plan hired a new target-date fund manager in an effort to cut costs and improve performance.

05.27.22
Multi-Asset/Investment Advisor
Midwest College Rehires Investment Advisor

The college rehired its investment advisor for its 403(b) and 457 voluntary retirement plans for a period ending June 30, 2023.

05.25.22
MRI/Social Investments
Northwest State DC Plans Seeking SRI Mgr.

Plans’ incumbent socially responsible manager Boston Trust Walden is invited to rebid.

05.24.22
Searches And Hires
Southern Hospital Network Issues Banking, Investment Services Provider RFP

The RFP adheres to the Government Finance Officers Association’s recommendation to put out the services for bid every five years.

05.24.22
Multi-Asset/Investment Advisor
Southern City Posts Advisor RFQ

City is searching for a non-discretionary manager for its $150 million portfolio.

05.23.22
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Adds Multi-Asset Class Strategy

The trust hired Invesco to manage the new asset class.

05.20.22
Multi-Asset/Investment Advisor
Texas Water Plan Posts Advisor RFP

Plan is searching for a firm to oversee its $50 million in cash and investments.

05.20.22
Multi-Asset/Investment Advisor
Great Plains Airport Seeking Investment Mgr.

Airport is searching for a firm to manage its operating and capital funds.

05.18.22