Multi-Asset/Investment Advisor
The foundation is seeking a firm to provide investment advisory services for its endowment, including mission-aligned investment management to preserve and grow the portfolio.
The district is seeking the services for its approximately $77 million portfolio.
The district issued an RFP last month for its $13 million long-term investment portfolio and $9 million operating and liquidity account.
The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.
The foundation has issued an RFP seeking firms to provide oversight and guidance for portfolio, including recommending alternative investments.
The city is seeking non-discretionary portfolio management services on behalf of its $1 billion portfolio.
The school board is seeking investment management services for its Supplemental Early Retirement Plan.
The university is seeking a firm to review its investment-related policies, procedures, asset allocations and structures.
The authority is seeking a firm to review investment transactions and provide performance reports.
The $2.6 million OPEB trust has launched a search for an investment advisor.