Multi-Asset/Investment Advisor

Industry News
Advisor Launches New Program

An advisory firm launches program for faith-based investment approach.

09.16.21
Multi-Asset/Investment Advisor
West Coast Plan Issues Investment Advisor RFQ

A plan based on the West Coast has issued an RFQ for an investment advisor.

09.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic University Retains Investment Advisor

A university in the Mid-Atlantic region rehired its investment advisor following issuance of an RFP in the second quarter due to the firm’s contract expiration.

09.16.21
Multi-Asset/Investment Advisor
Southwest Plan Extends RFP Deadline

Southwest Plan Extends Co-Investment Program RFP Deadline

09.16.21
Searches And Hires
Alaska City Seeks Investment Manager

An Alaskan city is searching for a firm to oversee its permanent fund.

09.13.21
Multi-Asset/Investment Advisor
Pa. Police Plan Retains Investment Mgr.

The plan deadlocked on a decision in its investment manager search at a meeting last week.

09.09.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21
Multi-Asset/Investment Advisor
Southern Fund Eyes Becoming Investment Corporation

A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.

09.09.21
Multi-Asset/Investment Advisor
Virginia State Seeking Search Consultant For Advisor RFP

Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.

09.09.21
Multi-Asset/Investment Advisor
New England Treasurer Conducting Trust Investment Services Search

The treasurer’s office has issued an RFP seeking trust investment services for its portfolio.

09.07.21