The borough is seeking a firm to provide investment management services for its pension funds.
A 529 plan in the Midwest retained its program management, administration and investment services provider following a search from last year.
A West Coast water district has issued an RFP seeking administrative and investment management services for its OPEB Trust.
A Southeastern city has chosen an investment firm to manage its investment portfolio following a search initiated last year.
A Midwestern city plan has retained the incumbent advisor for its investment portfolio.
Steward Partners Global Advisory has agreed to acquire Harmony Private Wealth.
An institution in Canada has canceled its search for a firm to provide investment management and advisory services for its investment portfolio, but may look to reissue an RFP in the future.
A foundation based in the Mid-Atlantic region has issued an RFP seeking an investment manager to oversee its portfolio.
A Southern workers’ compensation fund has reissued an RFP seeking an investment manager to handle its self-insurance fund investments.
A West Coast city is searching for a firm to manage its $68 million investment portfolio.