Multi-Asset/Investment Advisor
The district is establishing a new defined benefit plan later this year.
The district is tentatively scheduled to make a recommendation to its board of trustees in August.
The selections conclude RFPs issued by the commonwealth in early 2024.
The board is looking to develop a short list of providers to assist in executing manager transitions in its investment portfolio.
The treasurer’s office has issued an RFP seeking a program manager for a consortium of ABLE plans.
The foundation is seeking a single firm to provide investment oversight management services for its portfolio, which includes permanent endowments, quasi-endowments, restricted funds and reserve funds.
The city is seeking an investment advisor for its temporary idle cash.
The agency will shift roughly two-thirds of its investment portfolio to a new active investment advisor.
The township is seeking the services on behalf of its $17.1 million general fund.
District plans to invest a minimum of between $20 million and $200 million under the guidance of the selected firm.