Multi-Asset/Investment Advisor

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
Searches And Hires
Oregon City Issues Investment Advisor RFP

An Oregon city is searching for a firm to manage its general portfolio and project funds.

04.12.21
Credit/Private Debt
West Coast Plan Posts Private Credit Mgr. RFP

The plan is seeking a firm to provide non-discretionary management services for its newly created private credit portfolio.

04.12.21
Daily Feed
New England Town Issues Investment Advisory RFPs

The town is searching for firms to manage a total of $43 million.

04.09.21
Searches And Hires
Texas City Issues Investment Advisor RFP

A city in Texas is searching for a firm to provide discretionary and non-discretionary management for its portfolio.

04.09.21
Multi-Asset/Investment Advisor
Northeast Plans Hires New Investment Manager

The plans, which had been working with an incumbent investment firm for nearly 20 years, tapped a new firm late last year following a search.

04.09.21
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