Multi-Asset/Investment Advisor

Fixed-Income
Midwest School District Taps Bond Manager

The contract award concludes a search initiated in January.

08.22.24
Multi-Asset/Investment Advisor
Southern College Selects Manager

A college based in a Southern state has selected a new investment manager following an RFP process that began last year.

08.22.24
Multi-Asset/Investment Advisor
Southern Hospital Issues Investment Advisor RFP

A hospital system based in a Southern state has launched a search for an advisory firm to help manage its investment portfolio.

08.22.24
Multi-Asset/Investment Advisor
Mich. Authority Posts Investment Advisor RFP

The mental health authority is seeking investment advisory services on behalf of its 401(a) and 457(b) plans.

08.21.24
Multi-Asset/Investment Advisor
Midwest Housing Authority Hires First Investment Manager

The authority received three proposals in response to an RFP issued in April.

08.20.24
Multi-Asset/Investment Advisor
Midwest City Seeking Discretionary Investment Manager

The city is seeking a manager to handle its $45 million in non-pension assets.

08.19.24
Multi-Asset/Investment Advisor
Southwest Fund Reopens Search For Investment Management Advisory Services

The fund has reissued its RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on investment managers.

08.14.24
Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Advisor

The city is seeking investment advisory services for its $1.5 billion investment portfolio.

08.13.24
Multi-Asset/Investment Advisor
West Coast 457 Plan Rehires Advisor

An RFP was issued in May and the incumbent will also continue advising the district’s defined contribution plan.

08.12.24
Multi-Asset/Investment Advisor
Midwest City Hires First Investment Advisor

The city received two proposals in response to an investment advisor RFP issued in October.

08.08.24