Multi-Asset/Investment Advisor

Searches And Hires
West Coast Water District Issues Investment Manager RFP

A West Coast municipal water district is searching for a firm to manage its $40 million cash and investment portfolio.

12.04.20
Searches And Hires
Midwest Treasurer Issues Program Manager RFP

A Midwestern state treasurer has issued a program manager RFP.

12.03.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.

12.03.20
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to manage its $89 million in operating and capital funds.

12.01.20
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgmt., Advisory Services Search

A West Coast city made a hire in a search seeking investment management and advisory services for its operating and capital funds at a meeting last month.

11.30.20
Searches And Hires
Mid-Atlantic Utilities Authority Seeks Investment Advisor

A Mid-Atlantic utilities authority is searching for a firm to manage its $107 million investment portfolio.

11.30.20
Private Equity
Florida Police Plan Makes PE Fund-of-Funds Commitments

The pension fund may look at adding a third private equity fund in the future for further vintage year diversification.

11.25.20
Multi-Asset/Investment Advisor
Rocky Mountain Town Hires Deferred Comp Investment Advisor

A town within the Rocky Mountain region hired Equitable as investment advisor of its 401(a) and 457(b) retirement plans at yesterday’s town council meeting.

11.25.20
Consultant/OCIO/Discretionary
Great Lakes City Seeking Defined Benefit Plan Services

A city in the Great Lakes region has issued an RFP seeking investment, custodial, actuarial and administrative services for its frozen defined benefit plan.

11.25.20
Searches And Hires
West Coast Fund Searching For Investment Advisory Services

An investment fund on the West Coast has issued an RFP seeking a firm to provide investment advisory and custodial services.

11.25.20