Multi-Asset/Investment Advisor
The foundation has issued an RFP seeking investment advisors to invest funds in accordance with its investment policy, provide custom benchmarks to assess investment performance and provide education and training to board and staff, among other responsibilities.
The higher education agency selected a firm to provide financial and investment advisory services for its student loan program to conclude a search from late 2023.
The city has hired one firm to provide actuarial, administrative, investment advisory and custodial services.
The district’s board of education will place a $739.8 million bond on the ballot this month.
The county launched a similar search last year seeking a firm to provide the services for a one-year period.
The city anticipates allocating $1 billion in pooled cash resources between two firms and the state local government pool.
The district is seeking investment services for its 401(a) and 457(b) plans, which have a combined $7.7 million in assets.
The selected advisor will provide non-discretionary management of plan investments.
The city is seeking investment advisory services for its general investment portfolio.
The agency hired PFM Asset Management to handle the services following a search launched in 2016.