Multi-Asset/Investment Advisor

People Moves
Investment Advisor Appoints Chief Inst’l Client Officer

The chief institutional client officer will succeed its head of client relationships, who is retiring after more than 30 years at the firm.

06.02.22
Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Mgmt. RFP

The foundation, formed from the recent acquisition of a regional hospice and palliative care provider, is searching for a firm to help update the governance and investment management process for its portfolio.

06.01.22
Multi-Asset/Investment Advisor
Mid-Atlantic Institute Selects Investment Advisor Following Search

The institute retained its incumbent investment advisor following a search from last year.

06.01.22
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