Multi-Asset/Investment Advisor

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
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