Multi-Asset/Investment Advisor
The city is seeking to assign roughly $160 million to $180 million of its investment portfolio to an external manager.
The city last conducted an investment advisor search in 2018.
The $604 million investment portfolio is currently managed internally by the city.
The city is seeking the services for its investment portfolios of $2.5 million and $1.9 million.
The city is seeking an advisor for its $350 million investment portfolio.
The city concluded a search for investment management and advisory services in February.
The foundation selected two firms to provide investment management services for its portfolio after issuing an RFP in late 2023.
The university selected an investment advisor to wrap up its search from the second quarter of 2024 seeking a firm to help establish and maintain an investment portfolio for its cash flow requirements.
The college has issued an RFP seeking a firm to provide financial advisory services and help manage its investment portfolio.
The search is related to services for its $1.1 billion in operating and bond funds.