Multi-Asset/Investment Advisor
The college is seeking a firm to help develop an asset allocation structure and research, select and monitor investment managers as well as gain access to capacity constrained managers and opportunities.
The town will stick with its incumbent manager to oversee its portfolio.
The plans conducted a search earlier this year after its former provider was acquired.
The college savings plan selected its incumbent program manager to lead the selection and monitoring of investment options following an RFP process due to the firm’s impending contract expiration.
The city is seeking a non-discretionary investment manager for its $100 million investment portfolio.
The district was slated to rehire Chandler Asset Management to provide investment management services.
The city will consider discretionary investment advisors.
The firms have entered a strategic investment partnership that will provide access to direct private lower middle market investment opportunities.
The plans are searching for a single firm to provide actuarial, administrative, investment advisory and custodial services.
The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.
