Multi-Asset/Investment Advisor

Asset Study/Review
New England University To Conduct A/A In 2022

A university based in New England will conduct an asset allocation study next spring as part of its 2022 work plan.

09.16.21
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