Multi-Asset/Investment Advisor
The township had worked with Fifth Third Bank since 2023.
The council originally issued an RFP for the services in April.
The funds hired 14 investment managers to conclude a search for firms to help manage their portfolios from last year.
A nonprofit library based in the Midwest is looking to select a banking and investment services provider.
The firm will provide services for the city’s $235 million long-term investment and roughly $22 million debt proceeds portfolios.
The city expects to see council action on a finalist in November.
The plan is seeking an investment manager to handle its entire balanced portfolio.
A school board in the Southeast is seeking investment management services for its retirement portfolio.
The decision to transition the plan follows an investment advisor RFQ launched earlier this year.
The investment company is seeking entities to provide proxy voting services, including proxy research and recommendations, custom policy implementation, proxy vote execution and web voting disclosure.