Multi-Asset/Investment Advisor
The tribe is seeking an investment advisor to assist with the implementation and ongoing management of its investment program after it recently approved investment policy statements for its long-term investment portfolios and minor’s trust.
The district is establishing a new defined benefit plan later this year.
The district is tentatively scheduled to make a recommendation to its board of trustees in August.
The selections conclude RFPs issued by the commonwealth in early 2024.
The board is looking to develop a short list of providers to assist in executing manager transitions in its investment portfolio.
The treasurer’s office has issued an RFP seeking a program manager for a consortium of ABLE plans.
The foundation is seeking a single firm to provide investment oversight management services for its portfolio, which includes permanent endowments, quasi-endowments, restricted funds and reserve funds.
The city is seeking an investment advisor for its temporary idle cash.
The agency will shift roughly two-thirds of its investment portfolio to a new active investment advisor.
The township is seeking the services on behalf of its $17.1 million general fund.