Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Seeking Section 115 Pension Admin., Investment Services

The city is looking to set aside a portion of their future savings into a Section 115 Trust to help mitigate future pension cost increases.

10.02.20
Multi-Asset/Investment Advisor
Florida Town Issues Investment Advisor RFP

A town in Florida is seeking an investment advisor to oversee $5 million in operating and capital funds.

10.01.20
Multi-Asset/Investment Advisor
Calif. County Treasury Pool Rehires Investment Advisor

A California-based treasury pool has made a hire in an investment advisor search launched earlier this year.

10.01.20
Multi-Asset/Investment Advisor
Midwest School District Taps Investment Manager

A Midwestern school district hired its first investment manager this month as the result of a search launched earlier this year.

10.01.20
Searches And Hires
Canadian Institute Issues Investment Mgmt. RFP

A Canadian institute has issued an RFP for a firm to provide investment management and advisory services for its investment portfolio.

09.30.20
Multi-Asset/Investment Advisor
Midwest Plan Concludes Pension Fund Consultant, Mgmt. Search

The plan hired a single firm to handle the equity portion of its portfolio, though a decision on how the fixed-income portion will be managed remains undecided.

09.30.20
Multi-Asset/Investment Advisor
Southwest Fire Plan Retains Investment Advisor

A Southwestern fire pension plan retained its incumbent investment advisor last month.

09.24.20
Multi-Asset/Investment Advisor
Western School District Approves Investment Mgmt. Hire

A Western school district approved a hire in its investment manager search this month.

09.17.20
Multi-Asset/Investment Advisor
Southern Nonprofit Seeking Retirement Plan Investment Advisor

A nonprofit in the South has issued an RFP seeking retirement plan advisor services for its 401(k) and 403(b) defined contribution plans.

09.16.20
Multi-Asset/Investment Advisor
Canadian College Issues Investment Manager RFP

A Canadian college has issued an RFP seeking an investment manager for its endowment and operating funds.

09.16.20