Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Plans Launch Investment Mgr. Search

The plans are seeking investment management and custodial services.

07.13.21
Searches And Hires
West Coast City Opens Advisor Search

A West Coast city is searching for a firm to manage part of its $82 million investment portfolio.

07.12.21
People Moves
BNY Mellon Appoints Global Head Of Investor Solutions

BNY Mellon Wealth Management named Sinead Colton Grant as global head of BNY Mellon Investor Solutions effective July 1, the firm announced.

07.08.21
Multi-Asset/Investment Advisor
Mid-Atlantic Police Plan Seeking Investment Mgmt. Services

The plan has issued an RFP seeking investment management services on behalf of its $105 million fund.

07.07.21
Multi-Asset/Investment Advisor
West Coast Water District Cancels OPEB Admin. & Investment Mgmt. RFP

The district has canceled its search for a firm to provide administrative and investment management services that it launched in March.

07.07.21
Multi-Asset/Investment Advisor
Midwest University Issues Investment Advisor RFP

A university based in the Midwest has launched a search for an investment advisor for its operating pool and its foundation’s investment portfolio.

06.30.21
Searches And Hires
Mid-Atlantic Foundation Issues Investment Mgr. RFP

A foundation based in a Mid-Atlantic state has issued an RFP seeking an investment manager.

06.30.21
Multi-Asset/Investment Advisor
West Coast County Cancels RFP To Establish Section 115 OPEB & Pension Trust

A West Coast county has canceled its RFP seeking administration services for a combined Section 115 OPEB and Pension Pre-funding Trust.

06.29.21
Searches And Hires
Canadian Town Seeks Investment Manager

A Canadian town is searching for a firm to oversee its $8 million portfolio.

06.28.21
Searches And Hires
Rocky Mountain City Launches Investment Advisor Search

A Rocky Mountain city is searching for a firm to provide discretionary or non-discretionary portfolio management services for its investment portfolio.

06.28.21