Multi-Asset/Investment Advisor
The foundation retained its incumbent manager after issuing an RFP for the services earlier this year.
The incumbent firm has served as advisor for the plan for 25 years.
The selected firm will provide non-discretionary management of the city’s safekeeping account.
The city is seeking non-discretionary investment advisory services for its $300 million in investment portfolios.
The institution is seeking a firm to provide investment recommendations and execution for bond proceeds totaling more than $100 million.
A foundation affiliated with a Midwestern state government has started a new endowment to support public parks.
The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.
The trust is seeking fixed-income investment advisory services for the management of its restricted and reserve funds.
The system issued the RFP as it is looking to offer a competitive retirement plan.
The town issued an RFP in April due to purchasing regulations.