Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast Deferred Comp Plan Launches Investment Provider Search

A Southeast state deferred compensation plan has begun a search for an investment provider.

12.21.20
MRI/Social Investments
Mid-Atlantic Foundation To Divest From Fossil Fuels

A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.

12.18.20
Searches And Hires
Western 529 Adds Firms To Watch; Slates Program Manager RFP

A Western-based 529 plan added three strategies to its watchlist at its board meeting due to underperformance.

12.17.20
Industry News
New Outsourced CIO Firm Launches

A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.

12.17.20
Searches And Hires
Mid-Atlantic Utilities Plan Seeks Financial Advisor

A Mid-Atlantic utilities plan is searching for a financial advisor and portfolio manager for its $75 million portfolio.

12.16.20
Multi-Asset/Investment Advisor
Western City Makes Section 115 Pension Admin., Investment Services Hire

A Western city made a hire in its search for administration and investment management services as it looks to form a Section 115 Pension Trust.

12.15.20
Daily Feed
Northeast Trust Seeking Investment Advisor

The trust is seeking an inaugural investment advisor after widening allowable investments.

12.14.20
Searches And Hires
New England City Posts Investment Advisor RFP

A New England city is searching for an investment advisor to maintain its $140 million portfolio.

12.11.20
Industry News
Firm Acquires Investment Advisory Group

The acquisition will expand the firm’s wealth management business.

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20