Multi-Asset/Investment Advisor
The college savings plan selected its incumbent program manager to lead the selection and monitoring of investment options following an RFP process due to the firm’s impending contract expiration.
The city is seeking a non-discretionary investment manager for its $100 million investment portfolio.
The district was slated to rehire Chandler Asset Management to provide investment management services.
The city will consider discretionary investment advisors.
The firms have entered a strategic investment partnership that will provide access to direct private lower middle market investment opportunities.
The plans are searching for a single firm to provide actuarial, administrative, investment advisory and custodial services.
The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.
The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.
The city received five proposals in response to an RFP seeking investment management and advisory services.
The city last conducted a search for the services in 2020.