Multi-Asset/Investment Advisor
The district approved the hire of a new investment manager for its operating portfolio.
The foundation last conducted a search for the services in late 2018.
The nonprofit is seeking firms to provide discretionary investment management services for its up to $40 million in assets.
The university recently rehired its incumbent investment manager to oversee its operating fund portfolios, extending its contract with the firm through July 2029.
The district will consider the hire of a new investment manager for its operating portfolio and bond proceeds next week.
The district is seeking the services on behalf of its $415 million portfolio.
The city is seeking a firm to provide independent investment advisory services for its $189 million investment portfolio.
The school district is seeking a firm to provide the services for its approximately $3 billion portfolio.
The city is conducting a review of available services and currently utilizes PFM Asset Management.
The city received five proposals in response to an RFP issued in April.
