Multi-Asset/Investment Advisor
The organization has issued an RFP seeking an investment advisor to invest and manage a portion of its assets over a three-year period with a conservative to moderate risk tolerance.
The fund is searching for an investment manager to handle its endowment, develop and implement an investment strategy as well as recommend and manage asset allocation.
The county awarded a contract for the services in August on behalf of its $7.2 billion portfolio.
The foundation retained its incumbent manager after issuing an RFP for the services earlier this year.
The incumbent firm has served as advisor for the plan for 25 years.
The selected firm will provide non-discretionary management of the city’s safekeeping account.
The city is seeking non-discretionary investment advisory services for its $300 million in investment portfolios.
The institution is seeking a firm to provide investment recommendations and execution for bond proceeds totaling more than $100 million.
A foundation affiliated with a Midwestern state government has started a new endowment to support public parks.
The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.