Multi-Asset/Investment Advisor

People Moves
Southern University Searching For Investment Mgr. Focused On Private Markets

The university is seeking an investment manager to take primary accountability for its private investment portfolio, which makes up 40% of its long-term investment portfolio.

10.16.24
Fixed-Income
Empire State 457 Plan Seeking Multi-Sector Credit, Balanced Managers

The two firms will handle a total of more than $2.5 billion.

10.16.24
Multi-Asset/Investment Advisor
Northeast Pension Hires New Investment Manager

The plan launched a search in July as its previous manager no longer services municipal clients.

10.15.24
Multi-Asset/Investment Advisor
Midwest Village Concludes Investment Mgr. Search

The village wrapped up a search for its first investment manager in May.

10.09.24
Multi-Asset/Investment Advisor
Western Plan Seeks Endowment Manager

The plan has issued an RFQ seeking a firm to manage its endowments and restricted funds as well as develop comprehensive periodic financial reports.

10.09.24
Multi-Asset/Investment Advisor
Mid-Atlantic Baptist Church Issues Investment Advisor RFP

A mid-Atlantic church has issued an RFP seeking an investment advisor to oversee and manage two portfolios.

10.09.24
Emerging/Diverse Managers
West Coast Plan Foundation Adds Investments W/ Diverse Managers

The foundation approved investments with two Black-led strategies as it looks to achieve its goal of allocating half of its portfolio to diverse-owned managers by the end of 2025.

10.09.24
Multi-Asset/Investment Advisor
Calif. Pension Concludes Consultant Search

The incumbent provider declined to respond to the RFP issued in May. 

10.07.24
Multi-Asset/Investment Advisor
West Coast Water District Seeking Investment Mgmt., Advisory Services

The district is seeking investment management and advisory services for its approximately $380 million portfolio.

10.04.24
Multi-Asset/Investment Advisor
Western City Posts Investment Advisor RFP

The city currently invests most of its funds with the state treasurer’s investment fund.

10.01.24