Multi-Asset/Investment Advisor

Searches And Hires
West Coast City Seeks Investment Advisor

City is seeking a firm to provide advisory services on roughly $70 million in operating and capital projects funds.

02.01.21
Multi-Asset/Investment Advisor
Midwest OPEB Fund Retains Investment Advisor

An OPEB fund in a Midwest state has retained its incumbent investment advisor following a search initiated last year.

01.29.21
Consultant/OCIO/Discretionary
Midwest University Preparing Investment Advisor Search

A university based in the Midwest is preparing to launch an investment advisor search this summer.

01.27.21
Multi-Asset/Investment Advisor
Midwest College Hires Firms To Handle Bond Proceeds

A college based in the Midwest has hired two firms to manage proceeds for a $150 million bond portfolio.

01.27.21
Multi-Asset/Investment Advisor
New England Nonprofit Association Subsidiary Seeks Investment Mgr.

A subsidiary of a nonprofit association in New England is searching for an investment manager to handle its excess funds.

01.27.21
Consultant/OCIO/Discretionary
Southern Community Foundation Hires Investment Advisor

A community foundation based in a Southern state has hired an investment advisor for its long-term pool.

01.27.21
Searches And Hires
Great Plains Housing Authority Seeks Investment Manager

A Great Plains housing authority is searching for a firm to review its asset allocation, provide due diligence on managers and conduct research on investment markets.

01.25.21
Multi-Asset/Investment Advisor
Nevada County Restarts Investment Advisor Search

The reissuance follows an initial RFP issued in May that was put off due to a procurement appeal process.

01.22.21
Searches And Hires
Great Lakes Utilities Plan Seeks Investment Mgr.

A Great Lakes utility plan is searching for a firm to manage portions of its $50 million investment portfolio.

01.21.21
Daily Feed
Southern Workers Comp Fund Seeking Investment Manager

The search is open to investment advisors and discretionary investment managers.

01.19.21