Multi-Asset/Investment Advisor
The foundation is searching for a firm to evaluate market risk and develop strategies that minimize the impact on the portfolio, prepare maturity analysis and provide credit analysis of portfolio investments.
Authority has issued yearly RFQ for investment management services.
The city, which has been reinvesting matured investments in the State of California’s Local Agency Investment Fund, hired a firm in September.
The city hired two firms to manage a portfolio made up of cash, enhanced cash and fixed-income in July.
The plan hired Meeder Investment Management for its $529 million in funds.
The district is searching for a firm to assist with the investment of a bond sale next month.
The city decided to continue with its incumbent investment manager following a search launched in September.
The city, which has not employed an advisor in the last five years, made the hire last month.
The foundation has pushed the deadline for proposals in its search for a firm to manage its endowment to Dec. 14 from Dec. 6 after issuing the RFP last month.
The county, which did not previously utilize an advisor, hired a firm this summer.