Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Canadian Foundation Issues Investment Management RFP

A foundation in Canada has issued an RFP seeking investment management services for its long-term and endowed funds.

11.04.21
Industry News
Firm Adds ESG Consulting To Advisory Practice

Practice will help investment managers by drafting responsible investment policy and workflow.

11.04.21
Industry News
Firm Acquires Mass.-based Investment Advisor

Firm will have 19 offices nationally with over 300 team members after the transaction closes.

11.04.21
Multi-Asset/Investment Advisor
Southern Education Plan Seeks Advisor

A Southern education plan is searching for a firm to analyze and revise its investment strategies.

11.03.21
Multi-Asset/Investment Advisor
Ohio School District Seeking Investment Advisor

The district has issued an investment advisor RFP.

11.02.21