Multi-Asset/Investment Advisor
The two firms will handle a total of more than $2.5 billion.
The plan launched a search in July as its previous manager no longer services municipal clients.
The village wrapped up a search for its first investment manager in May.
The plan has issued an RFQ seeking a firm to manage its endowments and restricted funds as well as develop comprehensive periodic financial reports.
A mid-Atlantic church has issued an RFP seeking an investment advisor to oversee and manage two portfolios.
The foundation approved investments with two Black-led strategies as it looks to achieve its goal of allocating half of its portfolio to diverse-owned managers by the end of 2025.
The incumbent provider declined to respond to the RFP issued in May.
The district is seeking investment management and advisory services for its approximately $380 million portfolio.
The city currently invests most of its funds with the state treasurer’s investment fund.
The West Coast city does not currently utilize an investment advisor.