Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic Transportation Authority Seeks Advisor

A Mid-Atlantic transportation authority is searching for a non-discretionary manager for its $70 million portfolio.

01.19.22
Multi-Asset/Investment Advisor
Texas City Seeking Investment Advisor

A Texas city is searching for a firm to serve as an advisor and partner in its treasury management operations.

01.14.22
Daily Feed
West Coast Endowment Seeks Investment Manager

A plan on the West Coast has issued an RFP seeking investment managers to evaluate performance and direct the investment, sale and reinvestment of all assets for its endowment.

01.14.22
People
Manulife IM Adds Multi-Asset MD

He bolsters the firm’s multi-asset solutions team in Asia.

01.14.22
Multi-Asset/Investment Advisor
Midwest College Issues Investment Advisor RFP

A community college in the Midwest is seeking an investment advisor to manage its portfolio with shorter-term, high-quality instruments.

01.13.22
Multi-Asset/Investment Advisor
Michigan County Cancels Investment Advisor Search

The county has canceled the RFP due to low interest rates.

01.11.22
Multi-Asset/Investment Advisor
Midwest School District Hires Advisor

A Midwestern school district has hired a firm to manage its interim deposits.

01.10.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
Multi-Asset/Investment Advisor
Rocky Mountain City Seeks Investment Advisor

A Rocky Mountain city is searching for a firm to oversee its $60 million portfolio.

01.05.22
Multi-Asset/Investment Advisor
Texas City Hires Investment Advisor

City hired Valley View Consulting to provide investment advisory services last year.

01.04.22