Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Western Tribal College Seeks Discretionary Investment Advisor

A Western community college has issued an RFP seeking a discretionary investment advisor for its new investment portfolio.

05.20.21
People Moves
AllianzGI Taps Multi-Asset CIO

The previous CIO died on Nov. 6.

05.19.21
Multi-Asset/Investment Advisor
California Sanitation Plans Hire Investment Advisor

Two California sanitation plans have chosen a firm to serve as their first investment advisor.

05.19.21
Multi-Asset/Investment Advisor
Southern City Posts Investment Advisor RFQ

A Southern city is searching for a firm to oversee and strengthen its $180 million portfolio.

05.18.21
Multi-Asset/Investment Advisor
Nevada County Taps New Investment Advisor

The plan approved the selection of a new investment advisor for its $613 million portfolio at a meeting today.

05.14.21
Multi-Asset/Investment Advisor
Midwest Police Plan Makes Investment Mgr. Switch

The plan approved a new investment manager in late 2020.

05.14.21
Multi-Asset/Investment Advisor
Texas City Seeks Investment Advisor

A Texan city is searching for a firm to provide non-discretionary management for its portfolio.

05.13.21
Multi-Asset/Investment Advisor
Rocky Mountain City Posts Investment Advisor RFP

The city is seeking an investment advisor for its two deferred compensation plans.

05.13.21
Searches And Hires
Southwestern Fund Seeking Fixed-Income Manager

A fund in the Southwest has issued an RFP seeking firms to manage two separate externally managed fixed-income pools.

05.13.21
Multi-Asset/Investment Advisor
Southern City Seeking Discretionary Investment Mgr.

A Southern city is searching for a firm to provide discretionary investment management and consulting services.

05.12.21