Multi-Asset/Investment Advisor
The district rehired its incumbent, which has provided services since 2001.
The county issued an RFP in March seeking a firm to provide the services for its $700 million portfolio.
The city is seeking up to two firms to provide the services.
The system hired its investment advisory firm to manage and oversee its portfolio following a search process from earlier this year.
The commission had $163.9 million in total cash and investments as of Dec. 31.
The city is seeking a firm to invest available funds on a discretionary basis.
The university has hired an investment advisory firm and added a managing director to its internal staff to help manage its endowment.
The pension plan approved a private debt manager search and new 2025 fiscal year asset allocation policy for its four systems last week.
The city is searching for a firm to recommend investment management, procedural changes and investment selection and perform trades on behalf of its investment portfolios.
The acquisition of the firm, which has $775 million in assets under management, closed on May 31.