Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Multi-Asset/Investment Advisor
Minnesota City Seeks Investment Mgr.

A Minnesota city is searching for a firm to provide discretionary management of its investment portfolio.

10.13.21
Multi-Asset/Investment Advisor
Northwest Transit Authority Rehires Advisor

A Northwest transit plan has rehired its incumbent investment advisor.

10.08.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21
Multi-Asset/Investment Advisor
Southern Plan Hires New Investment Advisor

A plan based in the South has hired a new investment advisor following an RFP process.

10.07.21