Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Concludes Section 115 Search

City selected a firm over the $488.1 billion California Public Employees’ Retirement System.

03.04.22
Multi-Asset/Investment Advisor
Southwest School District Seeking Investment Manager

A Southwest school district is searching for a firm to oversee its $1.8 million portfolio.

03.03.22
Searches And Hires
Southern University Seeks Investment Consultant

A university in the South is searching for an investment consultant for its working capital portfolio.

03.03.22
Multi-Asset/Investment Advisor
Pacific Northwest Association Issues RFP

A nonprofit association in the Pacific Northwest is seeking an investment advisor for its investment portfolio and an insurance trust.

03.03.22
Asset Study/Review
Midwest Diocese To Update IPS Following New Advisor Hire

An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.

03.03.22
Multi-Asset/Investment Advisor
Texas School District Seeks Advisor

A Texas school district is searching for a firm to oversee portions of its general operating, debt service and bond proceeds funds.

03.02.22
Multi-Asset/Investment Advisor
Southern City Opens Advisor Search

A Southern city is searching for a firm to provide non-discretionary management of its investment portfolio.

03.01.22
Multi-Asset/Investment Advisor
Southeast Highway Plan Issues Advisor RFP

A Southeast highway plan is searching for a firm to oversee its short-, medium- and long-term investment portfolios.

02.28.22
Multi-Asset/Investment Advisor
Midwest County Seeks Investment Advisor

A Midwestern county is searching for a firm to devise an investment strategy for its long-term securities.

02.28.22
Multi-Asset/Investment Advisor
Western Foundation Seeks Investment Advisor

A foundation based in the West has issued an RFP seeking an investment advisor to review its investment strategy and investment policy.

02.24.22