Multi-Asset/Investment Advisor

Searches And Hires
West Coast District Seeking Investment Mgr.

A West Coast water plan is searching for a firm to manage its operating and reserve fund balances.

04.08.21
Searches And Hires
New England Foundation Seeks Investment Managers

A college foundation in New England has issued an RFP seeking investment management services as part of a periodic due diligence process.

04.08.21
Searches And Hires
Mid-Atlantic 529 Plan Seeks Investment Consultant

A 529 plan in the Mid-Atlantic region has issued an RFP seeking an investment advisor for its three plans.

04.08.21
Searches And Hires
Northeastern Museum Seeks Advisor For Endowment

A museum in the Northeast is searching for an investment advisor to handle its endowment due to the contract expiration of its incumbent provider.

04.08.21
Surveys/Studies
Higher Education Trends Toward Consolidating Plan Providers: Survey

As higher education institutions grapple with the financial wellness of their participants in the wake of the COVID-19 pandemic, a new study has discovered that institutions continue to shift toward consolidating retirement plan providers.

04.08.21
Announcements
Bard College Nets $500 Million Endowment Pledge From Billionaire Investor And Philanthropist

Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.

04.08.21
Multi-Asset/Investment Advisor
West Coast City Hires Investment Advisor

A West Coast city has chosen a firm to manage its $89 million in operating and capital funds.

04.01.21
Multi-Asset/Investment Advisor
Northeast Township Narrows Investment Mgmt., Advisory Services Search

The plan conducted finalist interviews at a meeting last month and expects to make a decision at an April meeting.

04.01.21
Multi-Asset/Investment Advisor
Southern University Foundation Concludes Investment Advisor Search

A university foundation in the South wrapped up its search for an investment advisor to oversee and manage its investment portfolio in the fourth quarter.

03.31.21
Searches And Hires
Gulf Coast Port Authority Seeking Investment Advisor

A port authority on the Gulf Coast is searching for a firm to establish an overall management structure and process for its investment portfolio.

03.31.21