Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Mid-Atlantic OPEB Trust Retains Investment Advisor

The trust concluded its investment advisor search with an intent to award issued this month.

04.15.25
Real Estate
New England Pension Launches RE, Global Multi-Asset Allocation RFPs

The plan is seeking value-add/opportunistic real estate and global multi-asset allocation managers.

04.15.25
Multi-Asset/Investment Advisor
Midwest DC Plans Seeking Bundled Provider

The city is seeking financial planning, fiduciary services, investment management, participant education and strategic guidance for its plans.

04.14.25
Administrator - Bundled
Midwest Secure Choice Program Launches Bundled Provider Search

The program is searching for administration, management and investment management services.

04.10.25
Multi-Asset/Investment Advisor
Southern City Seeking Investment Advisor

The city is seeking an investment advisor for its investment portfolio.

04.09.25
Multi-Asset/Investment Advisor
Calif. City Posts Investment Manager RFP

The city is seeking the services for its roughly $169.1 million investment portfolio.

04.08.25
Multi-Asset/Investment Advisor
Southeast Transportation Authority Seeking Investment Manager

The authority has issued an RFP seeking investment management services.

04.07.25
Multi-Asset/Investment Advisor
Southwest City Relaunches Investment Manager RFP

The city is relaunching a search for investment management services after canceling a previous RFP last year.

04.04.25
Multi-Asset/Investment Advisor
Southeast City Hires Investment Advisor

The city did not previously utilize a firm for the services.

04.03.25
Multi-Asset/Investment Advisor
Rocky Mountain School District Posts Investment Advisor RFP

The district is seeking a firm to provide investment advisory services for its investment portfolio(s).

04.02.25