A 529 plan in a Northern State has added a large-cap core equity strategy and an emerging markets equity strategy to its lineup of underlying fund options.
A university foundation in the South will issue an invitation-only RFP for a discretionary investment advisor between Jan. 13-15 as its policy requires the services be put out to bid every five years.
A university in the Midwest is seeking a financial advisor to help assess the feasibility of entering a public-private partnership for the operation of its utility system.
A Mid-Atlantic state agency has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio as its current provider does not offer the investment options the board seeks.
A foundation in the Northeast is searching for an impact investment officer to identify where debt, equity and guarantees can further the foundation’s programmatic objectives.