Multi-Asset/Investment Advisor
The city is seeking a firm to provide services for its two investment funds.
A university based in the Midwest has rehired an investment manager following a search process.
A tribal nation based in the Great Plains region has issued an investment management RFP for a planned reserve fund portfolio.
Two state funds on the West Coast have announced finalists as part of a search for investment managers.
The selected firm will serve for an initial one-year term beginning on July 1.
The water district conducted a similar search process for the services on behalf of its short-term liquidity portfolio in 2019.
The county issued an RFP in October seeking services for its Section 115 OPEB and Pension Trusts.
The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.
A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.
The county issued an investment advisor RFP in September and most recently rehired the incumbent in 2019.
