Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast City Rehires Investment Manager

The city received six proposals in response to an RFP issued in February.

08.06.25
Multi-Asset/Investment Advisor
New England State Launches Endowment

The state has created an endowment from its general fund surplus that totals $300 million and will be invested alongside its retirement plans.

08.06.25
Multi-Asset/Investment Advisor
Southeast City Concludes Investment Advisor Search

The city issued an RFP in April seeking services for its two investment portfolios.

08.04.25
Multi-Asset/Investment Advisor
Southeast City Hires New Investment Advisor

The city is moving forward with a new investment advisor after working with its incumbent since 2008.

08.01.25
Multi-Asset/Investment Advisor
Northeast Pension Issues Investment Manager RFP

The retirement system rehired its incumbent manager after similar searches in 2006 and 2018.

07.30.25
Multi-Asset/Investment Advisor
Community Foundation Hires Investment Manager

The community foundation hired an investment manager for its endowment, flowthrough legacy and agency funds.

07.30.25
Multi-Asset/Investment Advisor
Mid-Atlantic College System Issues Investment RFP

The system has issued an RFP seeking investment advisory and management services for its portfolio comprised of approximately 40% short-term and 60% intermediate-term investments.

07.30.25
Multi-Asset/Investment Advisor
Southwest City Narrows Investment Manager Search

The city received five proposals in response to its RFP seeking investment management services.

07.29.25
Multi-Asset/Investment Advisor
Southeast City Relaunches Investment Mgr. RFP

The city previously issued an RFP for the services in June before quickly canceling the procurement.

07.28.25
Multi-Asset/Investment Advisor
Western Water District Hires Investment Advisor

An RFP was issued in May and the district plans to invest $20 million and $200 million under the guidance of the selected firm.

07.24.25