Multi-Asset/Investment Advisor
The city is seeking a firm to provide the services for its short- and long-term portfolios.
The district last conducted a search for services in 2018.
The fund decided against a search for an investment firm at a first quarter meeting following an update from its incumbent investment manager as well as a presentation of the treasurer’s report.
The treasury has issued its RFP seeking fixed-income investment managers for its $1.6 billion liquidity and $4.4 billion reserve accounts.
The city is seeking investment management and advisory services to provide discretionary services for its $25 million investment portfolio.
The town is searching for administrative, investment advisory and actuarial services for its plans.
The city will interview a pair of finalists to provide investment management and advisory services.
The RFI has been “issued for informational purposes only.”
The city is seeking information on firms that can assist in managing and providing guidance on its investment portfolio.
Erika Murphy, portfolio manager in Fidelity Investments’ Global Institutional Solutions group, took the time to answer 5 Questions with FIN News, plus a few extras.
