Multi-Asset/Investment Advisor

Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21

Searches And Hires

West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21

Multi-Asset/Investment Advisor

Southern Foundation Slates Q1 Investment Mgr. Search Conclusion

A foundation in the South expects to select a firm next month after receiving finalist presentations in its investment manager search last week.

02.17.21

Announcements

New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21

Fixed-Income

Northeast Plan Begins Multi-Sector Fixed-Income Search

The planned search is due to state regulation.

02.12.21

Announcements

New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21

Daily Feed

Southern Community College Retains Investment Advisor

A community college in the South retained its investment advisor for its operating and debt service funds last year following a search.

02.11.21

Consultant/OCIO/Discretionary

Southwest University Seeks Investment Advisor

A university in the Southwest is seeking a firm to provide guidance on making investment decisions, assess investment performance and evaluate investment opportunities for its endowment and investment funds.

02.11.21

Multi-Asset/Investment Advisor

Northeast Plans Seeking Investment Manager

A pair of Northeastern pension plans are conducting a search for an investment manager.

02.10.21

Multi-Asset/Investment Advisor

West Coast Sanitation District Issues Section 115 RFP

A West Coast county sanitation district has issued an RFP for Section 115 pension trust administration and management services.

02.05.21