Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City Posts Investment Mgmt. RFP

The city is seeking a firm to invest available funds on a discretionary basis.

06.20.24
Multi-Asset/Investment Advisor
Mid-Atlantic University Hires Investment Advisor, Private Markets MD

The university has hired an investment advisory firm and added a managing director to its internal staff to help manage its endowment.

06.18.24
Credit/Private Debt
Northwest Pension Plan Approves Private Debt Search

The pension plan approved a private debt manager search and new 2025 fiscal year asset allocation policy for its four systems last week.

06.18.24
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is searching for a firm to recommend investment management, procedural changes and investment selection and perform trades on behalf of its investment portfolios.

06.17.24
Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24
Multi-Asset/Investment Advisor
Midwest Plan Issues Investment Advisor RFP

The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.

06.12.24
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Management Services

The city first hired its existing investment manager in 2019.

06.12.24
Credit/Private Debt
Northwest Pension Plan Eyes Private Debt Search, New A/A

The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.

06.11.24
Multi-Asset/Investment Advisor
Northeast City Hires Investment Advisor

The firm will provide services to the city’s various funds and accounts.

06.07.24
Multi-Asset/Investment Advisor
Southwestern School Issues Investment, Banking RFP

The school has issued an RFP seeking firms to provide banking and investment services, including consulting and advice on the investment of funds.

06.05.24