Multi-Asset/Investment Advisor

Pa. Township Taps PFM For Investment Services

The township selected PFM Asset Management to provide various investment services for its pension funds following a search from the beginning of the year.

05.09.22

Asset Study/Review

Midwest State University Revamps Retirement Plans

System added a new investment manager relationship in an overhaul of the investment option lineup for its retirement plans.

05.05.22

Multi-Asset/Investment Advisor

Midwest University System Seeks Advisor For Retirement Plans

Investment advisor will oversee the system’s 403(b) plan and two 401(a) defined contribution retirement plans totaling $5.8 billion in assets.

05.05.22

Multi-Asset/Investment Advisor

HBCU Selects Discretionary Advisors Following Search

University has awarded a new investment advisor and an incumbent advisor in its search for firms to handle its portfolio on a discretionary basis from last year due to the contract expirations of the incumbent providers.

05.04.22

Multi-Asset/Investment Advisor

Southeast City Seeking Investment Advisor

City is searching for a firm to oversee its $235 million in cash and investments.

04.29.22

Multi-Asset/Investment Advisor

Midwest Treasurer Seeking Investment Mgmt. Services

Search is for firms to provide investment management services for $491 million in assets.

04.27.22

Multi-Asset/Investment Advisor

Southern School District Seeking Mgr.

District is searching for a discretionary manager for $529 million in assets.