Multi-Asset/Investment Advisor
The search is being planned to potentially replace an existing manager.
The city does not currently utilize an investment advisor for its $455 million in cash and investments.
A university system based in a Southern state is searching for an investment advisor for its $13 billion retirement plan portfolio.
A foundation based in a Mountain State is looking to hire an investment manager to oversee its approximately $40 million investment portfolio.
A trust fund based in a Western state has approved the addition of a private equity fund-of-one, a real estate strategy and a custom, multi-asset alternative mandate to its portfolio.
The county rehired its incumbent for the treasury investment pool following a similar RFP process conducted in 2020.
The authority is seeking the services for its $13 million deferred compensation and $11 million defined contribution plans.
The pension fund previously extended the contract of its transition managers by one year.
The firm will manage approximately $6.4 million in an initial investment account.
The city previously issued an RFQ for the services in December due to its incumbent’s expiring contract.