Multi-Asset/Investment Advisor

Industry News

Investment Advisor Hires CIO & Wealth Mgmt. MD

An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.

11.18.21

People Moves

J.P. Morgan Snags NEPC Consultant

She left the investment consulting firm in September.

11.17.21

People Moves

Cohen & Steers Appoints Multi-Asset Solutions V.P.

He is responsible for macroeconomic research as well as leading the firm’s asset allocation teams and strategies.

11.16.21

Multi-Asset/Investment Advisor

West Coast City Posts Investment Mgr. RFP

A West Coast city is searching for a firm to manage its $75 million investment portfolio.

11.15.21

Searches And Hires

Northeast School District Seeks Advisor

A Northeastern school district is searching for a discretionary advisor for its $75 million investment portfolio.

11.15.21

Multi-Asset/Investment Advisor

Canadian University Issues Investment Mgmt. Services RFP

A university based in Canada has issued an RFP seeking a firm to manage its endowment.

11.11.21

Industry News

Investment Advisor Opens Pacific Northwest Office

An investment advisor has opened an office in the Pacific Northwest to expand its services in the Puget Sound region.

11.10.21

Multi-Asset/Investment Advisor

HBCU Extends Investment Advisor RFP Deadline

A historically Black university has extended the deadline for proposals in its search for investment advisors for its investment portfolio, which includes endowment funds, to Nov. 12 from Nov. 8.

11.10.21

Multi-Asset/Investment Advisor

Southeast Aviation Board Lands With PFM For Bond Proceeds

The plan hired PFM Asset Management for investment advisory services for its bond proceeds.

11.08.21

Searches And Hires

Rocky Mountain Transportation Authority Seeks Advisor

A Rocky Mountain transportation plan is searching for an advisor for its fixed-income portfolio.

11.08.21