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.
A fund based in New England has issued an RFP seeking a record keeper for its retirement plans as it looks to implement a single provider configuration.
Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.