Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Hospital District Seeks Investment Manager

The hospital district is searching for individuals or firms to provide investment management services for its portfolio, including actively trading the fund.

05.30.24
Multi-Asset/Investment Advisor
West Coast County Retains Investment Advisor

The county first hired its incumbent in 2006.

05.24.24
MRI/Social Investments
NJ Treasury Seeking Social Impact Fund Manager

The state is seeking a firm to help create a special purpose vehicle for in-state investments.

05.24.24
Multi-Asset/Investment Advisor
Calif. County Wraps Up Investment Advisor Search

The county selected a firm to provide services for its $2 billion in operating and capital funds.

05.23.24
Multi-Asset/Investment Advisor
Northwest Authority Issues Investment Manager RFP

The authority last issued an RFP for investment management services in 2019.

05.23.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Management Services RFP

The foundation has launched the search for investment management services as a result of a five-year fiduciary review and the incumbent provider is allowed to rebid.

05.22.24
Multi-Asset/Investment Advisor
Midwest Foundation Wraps Up Manager Search

The foundation has selected a new investment manager to succeed its incumbent, who had been providing the services since 2004, after issuing an RFP last year.

05.22.24
Multi-Asset/Investment Advisor
Midwest Housing Agency Rehires Investment Advisor

The agency issued an RFP in March due to the incumbent’s contract expiration.

05.21.24
Multi-Asset/Investment Advisor
Western City Posts Advisor Services RFP

The city is seeking the services for its 457 and 401a plans.

05.20.24
Multi-Asset/Investment Advisor
West Coast City Issues Investment Mgmt., Advisory RFP

The city is searching for a firm to provide full portfolio management of its $730 million investment portfolio.

05.20.24