Multi-Asset/Investment Advisor
The firms have entered a strategic investment partnership that will provide access to direct private lower middle market investment opportunities.
The plans are searching for a single firm to provide actuarial, administrative, investment advisory and custodial services.
The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.
The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.
The city received five proposals in response to an RFP seeking investment management and advisory services.
The city last conducted a search for the services in 2020.
The authority last rehired its incumbent in 2020.
The foundation has issued an RFP seeking investment management services for its endowment and operating portfolios.
The city issued an RFP in April due to its incumbent’s pending contract expiration.
The authority decided to stick with its incumbent to provide services for its $29 million 457 and $2.9 million 401(a) retirement plans.