Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Pathstone To Acquire Cornerstone Capital Group

Pathstone has agreed to acquire Cornerstone Capital Group, the firms announced.

03.04.21
Multi-Asset/Investment Advisor
Midwest State Fund Rehires Program Manager

A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.

02.25.21
Multi-Asset/Investment Advisor
Southern Endowment Hires Newly Launched Advisor

An endowment in the South has hired a new founded investment management and wealth advisory firm.

02.25.21
Multi-Asset/Investment Advisor
California Treasurer Selects Investment Advisor

A California county treasurer has chosen an investment advisor for the county’s $10.2 billion investment pool.

02.22.21
Multi-Asset/Investment Advisor
Southwest County Seeks Investment Manager

A Southwestern county is searching for a firm to manage and advise on $168 million in operating and capital funds.

02.19.21
Multi-Asset/Investment Advisor
Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21
Searches
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21
Multi-Asset/Investment Advisor
Southern Foundation Slates Q1 Investment Mgr. Search Conclusion

A foundation in the South expects to select a firm next month after receiving finalist presentations in its investment manager search last week.

02.17.21
Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
Fixed-Income
Northeast Plan Begins Multi-Sector Fixed-Income Search

The planned search is due to state regulation.

02.12.21