Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Township Taps New Pension Investment Advisor

The township hired a new investment advisor for its pension plans at a meeting this week.

10.21.21
Industry News
Endowments Increasing Plans To Put Investment Advisory Services Out For Bid In Changing Environment: Webinar

Nonprofits are increasingly testing the waters for a new advisor as their fiduciary responsibilities have grown more complex.

10.21.21
Multi-Asset/Investment Advisor
Midwest Community College Seeks Investment Mgr.

The institution is searching for an investment manager for its approximately $157 million portfolio.

10.21.21
Multi-Asset/Investment Advisor
HBCU Issues Investment Advisory Services RFP

An HBCU has issued an RFP seeking investment advisors for its endowment due to the contract expirations of its incumbents.

10.21.21
Multi-Asset/Investment Advisor
West Coast City Issues Investment Mgr. RFP

A West Coast city is searching for a firm to manage its reserve investment pool.

10.20.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Seeking Pension Services

The authority is seeking actuarial, administrative, investment advisory and custodial services for its plan.

10.18.21
MRI/Social Investments
Northeastern Foundation Divesting From Fossil Fuels, Reinvesting In Renewable Energy

A foundation in the Northeast will end further investment in fossil fuels within its endowment and seek out opportunities in alternative and renewable energy funds.

10.18.21
Multi-Asset/Investment Advisor
Mid-Atlantic Deferred Comp Plan Seeking Investment Mgmt., Consulting Services

A Mid-Atlantic deferred compensation plan is searching for investment management and consulting services.

10.15.21
Multi-Asset/Investment Advisor
Northeast Transportation Authority Issues Advisor RFP

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

10.15.21
Consultant/OCIO/Discretionary
Midwest University Rehires Investment Advisor

A university based in the Midwest has rehired its investment advisor following a search for due diligence purposes.

10.14.21