Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Advisor

The city is looking for an advisor for its portfolio of approximately $225 million or more.

03.18.24
Multi-Asset/Investment Advisor
Southern County Hires First Fixed-Income Manager

The manager will handle a portion of the county’s $600 million portfolio.

03.15.24
Multi-Asset/Investment Advisor
Western City Seeking Investment Advisor

The selected firm will create and manage an investment portfolio and provide reporting and regular updates on portfolio performance, among other responsibilities.

03.15.24
Consultant/OCIO/Discretionary
Mercer Completes Acquisition of Vanguard Outsourced CIO Business

The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.

03.15.24
Multi-Asset/Investment Advisor
Northeast Pensions Hire New Investment Advisor

The plans launched a search last year after news that its incumbent was being acquired.

03.14.24
Multi-Asset/Investment Advisor
Canadian Foundation Hires New Investment Manager

The hire follows a search launched last year as part of its strategy to review and assess the management of its portfolio every five years.

03.13.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Searching For Investment Manager

The college is searching for an investment manager to serve as a fiduciary and support its investment strategy.

03.13.24
Multi-Asset/Investment Advisor
State Commission Seeks Actuarial & Investment Consulting Services For 529 Plan

The institution is looking for a firm to conduct a third-party assessment of the appropriateness and use of a risk-based capital model adopted by the 529 plan.

03.13.24
Multi-Asset/Investment Advisor
Western County Seeking Investment Advisory Services

The county is looking for a firm to supplement its treasury staff with management of approximately $2 billion.

03.12.24
Multi-Asset/Investment Advisor
Calif. City Rehires Investment Advisor

The city launched an investment advisor search in November.

03.08.24