Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Institution To Consider Selecting Advisor, Revising A/A

The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.

03.11.26
Multi-Asset/Investment Advisor
Northeast Foundation Issues Investment Management RFP

The foundation has issued an RFP seeking firms to provide oversight and guidance for portfolio, including recommending alternative investments.

03.11.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Portfolio Mgr. RFP

The city is seeking non-discretionary portfolio management services on behalf of its $1 billion portfolio.

03.06.26
Multi-Asset/Investment Advisor
Southeast School Board Seeking Investment Manager

The school board is seeking investment management services for its Supplemental Early Retirement Plan.

03.04.26
Multi-Asset/Investment Advisor
Southern University Issues Investment Management RFP

The university is seeking a firm to review its investment-related policies, procedures, asset allocations and structures.

03.04.26
Multi-Asset/Investment Advisor
Southwest Authority Posts Investment Advisor RFP

The authority is seeking a firm to review investment transactions and provide performance reports.

03.03.26
Multi-Asset/Investment Advisor
Northeast OPEB Seeking Investment Advisor

The $2.6 million OPEB trust has launched a search for an investment advisor.

03.03.26
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking the services for its $107 million in operating funds.

03.02.26
Multi-Asset/Investment Advisor
Mid-Atlantic Corporation Launches RFI For Active Mgmt. Services

The plan has issued an RFI for active quantitative investment management services.

03.02.26
Multi-Asset/Investment Advisor
Mid-Atlantic University Issues Investment Advisor RFP

The university has issued an RFP seeking investment advisory services for its endowment due to the impending contract expiration of its incumbent, which was first hired in 2013.

02.27.26