Multi-Asset/Investment Advisor

Searches And Hires
Mid-Atlantic Town Seeks Mgr. & Administrator

A Mid-Atlantic town is searching for a firm to serve as an investment manager and administrator for its deferred compensation plan.

04.29.21
Multi-Asset/Investment Advisor
Southern Nonprofit Issues Endowment Manager RFP

A nonprofit organization in the South has issued an RFP seeking a firm to manage its endowment.

04.29.21
Multi-Asset/Investment Advisor
Rocky Mountain Water District Rehires Investment Advisor

A water district in the Rocky Mountains has rehired a firm to help oversee its $20 million portfolio.

04.26.21
Searches And Hires
Pacific Northwest Plan Launches Investment Mgr. Search

A plan based in the Pacific Northwest has issued an RFP seeking an investment manager for its cash reserves.

04.22.21
Trends
New England University Adopts Ethical Investment Principles

The board of trustees of a university in New England recently approved a new set of ethical investment principles to guide the institution’s decisions concerning companies producing fossil fuels within its endowment.

04.22.21
Multi-Asset/Investment Advisor
Southern Hospital System Issues Investment Manager RFP

A hospital system in the South has issued an RFP seeking firms to manage internal portfolios in accordance with its investment policy.

04.21.21
Multi-Asset/Investment Advisor
Southwest Nonprofit Issues Investment Manager RFQ

A nonprofit in the Southwest has issued an RFQ to solicit quotes to establish a contract with an investment manager for its investment portfolio.

04.21.21
Multi-Asset/Investment Advisor
Rocky Mountain County Posts Advisory Services RFQ

A Rocky Mountain county has issued an RFQ seeking advisory services for its 457(b) and post-employment health reimbursement account plans.

04.21.21
Multi-Asset/Investment Advisor
Midwest Plan Issues Program Manager RFP

A plan based in the Midwest has issued an RFP seeking a program manager for its new investment account.

04.15.21
Multi-Asset/Investment Advisor
Midwest City Reissues Investment Mgr. RFP

A Midwestern city has reopened its search for a firm to manage its investment portfolio.

04.14.21