Multi-Asset/Investment Advisor
The acquisition of the firm, which has $775 million in assets under management, closed on May 31.
The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.
The city first hired its existing investment manager in 2019.
The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.
The firm will provide services to the city’s various funds and accounts.
The school has issued an RFP seeking firms to provide banking and investment services, including consulting and advice on the investment of funds.
The district is seeking a firm to provide co-fiduciary investment advisory/consulting services.
The hospital district is searching for individuals or firms to provide investment management services for its portfolio, including actively trading the fund.
The state is seeking a firm to help create a special purpose vehicle for in-state investments.