Multi-Asset/Investment Advisor

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
Announcements
New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21
Daily Feed
Southern Community College Retains Investment Advisor

A community college in the South retained its investment advisor for its operating and debt service funds last year following a search.

02.11.21
Consultant/OCIO/Discretionary
Southwest University Seeks Investment Advisor

A university in the Southwest is seeking a firm to provide guidance on making investment decisions, assess investment performance and evaluate investment opportunities for its endowment and investment funds.

02.11.21
Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment Manager

A pair of Northeastern pension plans are conducting a search for an investment manager.

02.10.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Issues Section 115 RFP

A West Coast county sanitation district has issued an RFP for Section 115 pension trust administration and management services.

02.05.21
Multi-Asset/Investment Advisor
Midwest Utilities DC Plans Seeking Investment Services

The organization is seeking either an investment advisor or manager to provide services for its 401(a) and 457 plans.

02.04.21
Searches And Hires
Texas City Seeks Investment Advisor

A Texas city is searching for an investment advisor to provide quantitative analysis and investment strategies for its general portfolio.

02.03.21