Multi-Asset/Investment Advisor
A college based in New England is searching for an investment advisor to help develop and revise its investment policy, lead asset allocation and handle fund management.
A Canadian district is searching for a firm to oversee its investment portfolio, which will be up to $14 million.
The new guidelines are part of broader recommendations from an investment group focused on climate change to help asset owners to build a ‘net-zero’ portfolio.
A university foundation based in a Western state has issued an RFP seeking an investment advisor as it finds an external firm can provide the expertise necessary to generate the best investment return with the least amount of risk given the market complexity.
A community college based in the West has issued an RFP seeking an investment advisor to invest a sizeable portion of an unrestricted philanthropic gift from last year.
A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.
A Southeast city is searching for a firm to update its investment policy and manage its portfolio.
A North Carolina city is searching for a non-discretionary investment advisor for its operating funds and bond proceeds.
A university in New York is seeking an investment advisor to oversee its retirement plans and assist in selecting and monitoring investment options.
A nonprofit corporation on the West Coast has issued an RFQ seeking an investment advisor due to the contract expiration of its incumbent provider.
