Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast OPEB Trust Issues Investment RFP

The trust previously rehired its provider in 2019 after a similar RFP process.

05.29.25
Multi-Asset/Investment Advisor
Midwest Township Issues Investment Advisory & Money Mgmt. RFP

The township expects to award a contract by July 1.

05.28.25
Multi-Asset/Investment Advisor
Southern Trust Fund Extends Deadline In Investment Management Search

The fund has extended the deadline for proposals in its search for firms to provide investment management services to June 5 from May 16.

05.28.25
Multi-Asset/Investment Advisor
Northeast Pension Launches Investment Advisor RFP

The $109.6 million pension plan is searching for a firm to provide investment advisory and custodial services.

05.27.25
Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Manager

The water authority is seeking the services on behalf of its approximately $1.1 billion investment portfolio.

05.23.25
Administrator - Bundled
Northeast Investment Pool Restarts Bundled Provider Search

The pool previously issued an RFP in 2024 but canceled the search earlier this year.

05.23.25
Multi-Asset/Investment Advisor
West Coast Authority Issues Investment Mgmt. RFP

The authority is seeking a firm to provide day-to-day administration of its investment portfolio.

05.23.25
Multi-Asset/Investment Advisor
Midwest University Hires Firm To Manage Short-Term Investments

The firm’s hire follows an RFP process initiated due to the impending contract expiration of the university’s incumbent provider.

05.21.25
Multi-Asset/Investment Advisor
Southwest City Seeking Investment Mgmt. Services

The selected firm will handle the city’s various accounts totaling $716.6 million.

05.20.25
Multi-Asset/Investment Advisor
Midwest County Seeking Investment Manager

The county is searching for an investment manager to oversee its roughly $61 million investment portfolio.

05.19.25