Multi-Asset/Investment Advisor

ESG
Investment Mgmt. Company Seeks Proxy Voting Management Services

The investment company is seeking entities to provide proxy voting services, including proxy research and recommendations, custom policy implementation, proxy vote execution and web voting disclosure.

08.13.25
Multi-Asset/Investment Advisor
Southern City Taps Investment Manager

City staff has managed the $400 million portfolio since 2012.

08.13.25
Surveys/Studies
Mission-Aligned Investors Need Not Sacrifice Returns: Report

Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.

08.13.25
Multi-Asset/Investment Advisor
Southern University System Issues RFP For Investment Mgmt. System

The system has issued an RFP seeking an investment management system that expands on the capabilities of its current systems for its cash and endowment pools.

08.13.25
Multi-Asset/Investment Advisor
Southeast Water District Taps New Investment Manager

The district hired a new firm to provide investment management services for its roughly $116 million in investments.

08.13.25
Multi-Asset/Investment Advisor
Midwest Foundation Launches Manager Search

The foundation has issued an RFP seeking investment managers that align with its objectives.

08.13.25
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Manager

The city received six proposals in response to an RFP issued in February.

08.06.25
Multi-Asset/Investment Advisor
New England State Launches Endowment

The state has created an endowment from its general fund surplus that totals $300 million and will be invested alongside its retirement plans.

08.06.25
Multi-Asset/Investment Advisor
Southeast City Concludes Investment Advisor Search

The city issued an RFP in April seeking services for its two investment portfolios.

08.04.25
Multi-Asset/Investment Advisor
Southeast City Hires New Investment Advisor

The city is moving forward with a new investment advisor after working with its incumbent since 2008.

08.01.25