Multi-Asset/Investment Advisor
The city is seeking investment management services for its portfolio.
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.