Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Hospital Issues Investment Advisor RFP

A hospital system based in a Southern state has launched a search for an advisory firm to help manage its investment portfolio.

08.22.24
Multi-Asset/Investment Advisor
Mich. Authority Posts Investment Advisor RFP

The mental health authority is seeking investment advisory services on behalf of its 401(a) and 457(b) plans.

08.21.24
Multi-Asset/Investment Advisor
Midwest Housing Authority Hires First Investment Manager

The authority received three proposals in response to an RFP issued in April.

08.20.24
Multi-Asset/Investment Advisor
Midwest City Seeking Discretionary Investment Manager

The city is seeking a manager to handle its $45 million in non-pension assets.

08.19.24
Multi-Asset/Investment Advisor
Southwest Fund Reopens Search For Investment Management Advisory Services

The fund has reissued its RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on investment managers.

08.14.24
Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Advisor

The city is seeking investment advisory services for its $1.5 billion investment portfolio.

08.13.24
Multi-Asset/Investment Advisor
West Coast 457 Plan Rehires Advisor

An RFP was issued in May and the incumbent will also continue advising the district’s defined contribution plan.

08.12.24
Multi-Asset/Investment Advisor
Midwest City Hires First Investment Advisor

The city received two proposals in response to an investment advisor RFP issued in October.

08.08.24
Multi-Asset/Investment Advisor
Northeast University Delays Consideration To Divest From Entities Involved In Gaza & West Bank Violence

The university has postponed its consideration of divesting its endowment from companies and industries that are implicated in military and police violence in Gaza and the West Bank.

08.07.24
Multi-Asset/Investment Advisor
Midwest Treasurer Wraps Up Manager Search

The treasurer’s office selected two program managers, one new firm and its incumbent, to provide program management and administrative services for its college savings plans.

08.07.24