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Multi-Asset/Investment Advisor

Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21
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
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Editor Picks
Mid-Atlantic Pension Executive Director Departs Mid-Atlantic Institution Promotes Senior Associate To Deputy CIO Wealth Management Firm Hires Regional Leader
Searches And Hires
Virginia Pension Makes RE Commitment Southeast County Hires Investment Advisor West Coast Authority Hires New Investment Manager

Financial Investment News is a key service provider for the asset management and financial services industries. For further details on our offerings, contact Victoria Dorage at [email protected]

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