Multi-Asset/Investment Advisor

People Moves
AXA IM Names Global Multi-Asset Head

He will be responsible for improving the performance of the multi-asset platform.

07.15.22
Multi-Asset/Investment Advisor
New England Town Seeking Investment Advisor

The town is searching for a firm to help maintain and enhance its investment portfolio.

07.14.22
Multi-Asset/Investment Advisor
Southern Plan Issues RFP For Manager To Handle Direct Investment

The plan is seeking an investment manager to handle an investment in a non-publicly traded financial security after conducting a search last year for firms to handle direct investments of financial securities that are not typically traded on financial markets.

07.14.22
Multi-Asset/Investment Advisor
West Coast City Opens Advisor Search

The city is searching for a firm to handle day-to-day administration of its $100 million portfolio.

07.11.22
Multi-Asset/Investment Advisor
West Coast District Rehires Investment Advisor

The firm will provide non-discretionary management of the district’s $30 million portfolio.

07.08.22
Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Advisor

Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.

07.07.22
Multi-Asset/Investment Advisor
Southeast Water District Seeks Advisor

District is searching for a firm to oversee $566 million in cash and investments.

07.06.22
People Moves
Newton Promotes Mixed Assets Head

He assumes the new position on July 1.

06.30.22
Multi-Asset/Investment Advisor
West Coast City Seeking Mgr.

City is searching for a firm to provide day-to-day management of its $32 million portfolio.

06.28.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Retirement Plan Managers

The plan rehired its program manager and investment manager following a search from the first quarter due to the firms’ contract expirations.

06.28.22