Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is seeking investment advisory services on behalf of its short- and medium-term portfolios.

09.24.24
Multi-Asset/Investment Advisor
West Coast Agency Seeking Investment Advisor & Manager

The agency’s investment portfolio is currently managed in-house.

09.24.24
Multi-Asset/Investment Advisor
Calif. 457 Plan Seeking Admin, Investment Services

The plan is seeking administrative, investment and communication advisory services.

09.20.24
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.

09.18.24
Multi-Asset/Investment Advisor
Calif. Authority Relaunches Investment Mgr. Search

The RFP follows an RFQ canceled following its April launch.

09.18.24
Multi-Asset/Investment Advisor
Western County Hires Investment Manager

The selected firm will service the county’s investment portfolio and the county school district’s general and bond portfolios.

09.13.24
GTAA
Northeast Pension Axes Multi-Asset Manager Mandates

The retirement fund also disclosed approximately $1.6 billion in alternatives commitments made in July.

09.12.24
Multi-Asset/Investment Advisor
Calif. City Hires Firm For Investment Mgmt., Advisory

The city issued an RFP for its investment portfolio, which was previously handled by the director of finance.

09.12.24
Multi-Asset/Investment Advisor
West Coast College Launches Investment Manager RFP

The college has issued an RFP seeking a firm to provide investment management services for a scholarship fund.

09.11.24
Multi-Asset/Investment Advisor
Midwest College Wraps Up Search For Banking & Investment Management Services

The college selected a firm to provide banking and investment management services as well as armored car deposit responsibilities following the issuance and re-issuance of an RFP in the first quarter.

09.11.24