Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest Conservancy Seeks Investment Advisor

A Southwestern conservancy district is searching for a firm to help oversee its $20 million cash portfolio.

02.01.22
Multi-Asset/Investment Advisor
Mid-Atlantic Community College Foundation Issues Investment Mgmt., Advisory RFP

A community college foundation in the mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and management services for more than $1 million in endowment funds, which are expected to grow as new endowments are created over time.

01.27.22
Multi-Asset/Investment Advisor
Midwest School Issues Investment Advisor RFP

A Catholic school in the Midwest has issued an RFP seeking an investment advisor to invest funds and develop an investment policy and objectives.

01.27.22
Multi-Asset/Investment Advisor
Northeast Plan Posts Investment Services RFP

The plan officially issued its RFP seeking investment and custodial services after putting a previous search for the services on hold in 2021.

01.24.22
Multi-Asset/Investment Advisor
Northeast Plan Slates Investment Services RFP Reissue

The plan, which put its previous search on hold in early 2021, will relaunch its RFP next week.

01.21.22
Multi-Asset/Investment Advisor
Southeast Plan Seeking Investment Advisor

A Southeastern plan is searching for a firm to manage its capital reserve fund.

01.21.22
Credit/Private Debt
Windy City Plan Slates Private Debt RFP

A plan in Chicago will issue a private debt manager RFP in the coming months to fill out a maiden allocation approved last year.

01.20.22
Multi-Asset/Investment Advisor
New England Agency Seeks Mgrs. For Fund Targeting Entrepreneurial Ventures

A quasi-public agency in New England is seeking fund managers to handle a long-term vehicle for the investment and reinvestment of funds for new or existing firms in the state to develop entrepreneurial ventures.

01.20.22
Multi-Asset/Investment Advisor
Mid-Atlantic City Eyes Endowment Fund Manager

A Mid-Atlantic city department is searching for an investment manager to oversee a $38 million endowment.

01.20.22
Multi-Asset/Investment Advisor
Mid-Atlantic Transportation Authority Seeks Advisor

A Mid-Atlantic transportation authority is searching for a non-discretionary manager for its $70 million portfolio.

01.19.22