Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Boston Nonprofit To Review Proposals In Investment Advisor Search
The Rose F. Kennedy Greenway Conservancy will review proposals in its search for a firm to manage
12.09.21
Multi-Asset/Investment Advisor
Northeast City Chooses New Pension Plan Manager

The city hired a new investment manager for its pension plans at a meeting earlier this month.

12.06.21
Multi-Asset/Investment Advisor
Northeast Transit Authority Reissues Advisor RFP

A Northeastern transit authority is searching for a firm to oversee its liquid assets program.

12.06.21
Multi-Asset/Investment Advisor
Western 529 Selects Program Mgr.; Removes Firms From Watch

A 529 plan based in the West selected a program manager in the third quarter to conclude a search launched earlier in the year.

12.02.21
Searches And Hires
Calif. Plan To Conduct Mgr. Searches

The plan will conduct three manager searches in the next three to six months.

12.01.21
People Moves
Goldman Sachs Snags MacKay Shields MD

She will help co-manage several strategies starting next year.

11.24.21
Multi-Asset/Investment Advisor
Investment Advisor To Acquire Wealth Mgmt. Firm

An investment advisor has agreed to acquire a fiduciary wealth management firm with more than $2 billion in assets under management.

11.23.21
Multi-Asset/Investment Advisor
Northeast Research Foundation Adds Target-Date Model Portfolios

A Northeastern research foundation has implemented a custom set of low-cost, target-date model portfolios.

11.23.21
Multi-Asset/Investment Advisor
New England State Retains Firm In Trust Investment Services Search

A state based in New England has rehired the incumbent firm in its search for trust investment services.

11.23.21
Fixed-Income
Midwest University Selects Bond Advisor

A university based in the Midwest has selected a bond advisor following the issuance of an RFP last month.

11.23.21