Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Southern University Seeks Consultant For Retirement Plans

A university in the South has issued an RFP seeking a firm to provide investment consulting services for its retirement and deferred compensation plans.

05.06.21
Searches And Hires
Mid-Atlantic University Issues Investment Advisor RFP

A university in the Mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory services for its endowment due to the contract expiration of its incumbent provider.

05.06.21
Multi-Asset/Investment Advisor
Florida Legislature Closes Lawton Chiles Endowment Fund

The Florida State Senate voted to terminate and liquidate the Lawton Chiles Endowment Fund (LCEF) on April 30

05.06.21
Searches And Hires
Gulf Coast Hospital District Seeks Investment Firm

A hospital district in the Gulf Coast region is a seeking a firm to provide investment management services for its portfolio, consisting of treasury and agency securities and municipal and corporate bonds.

05.05.21
Searches And Hires
California Foundation Issues Consultant RFP

A foundation in California has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio.

05.05.21
Multi-Asset/Investment Advisor
New England Commission Seeking Investment Advisor

The commission has issued a request for qualifications/proposals (RFQP) seeking an investment advisor for its retirement plans.

05.05.21
Searches And Hires
Midwestern Village Seeking Investment Mgr.

A Midwestern village is searching for a firm to oversee its cash and fixed income investments.

05.03.21
Daily Feed
Southern Transit Plan Posts Investment Mgr. RFP

The plan relaunched a search for investment managers after canceling an RFP from last year.

04.30.21
Multi-Asset/Investment Advisor
Southeast Aviation Board Issues Investment Advisor RFP

The plan is seeking an investment advisor for proceeds related to its outstanding municipal bond portfolio.

04.30.21
Multi-Asset/Investment Advisor
Southern Crime Victim’s Comp. Plan Issues Mgr. RFP

A Southern crime victim’s compensation plan is searching for a firm to manage its securities.

04.29.21