Multi-Asset/Investment Advisor
The college hired a firm to provide financial advisory services for its general obligation bonds, including advising on the investment of bond proceeds, following the issuance of an RFP last summer.
The selected firm will serve an initial three-year term beginning July 1.
The authority rehired its incumbent investment advisor at a meeting this month.
The foundation has issued an RFP seeking a firm to conduct research and make investment decisions on the management of the portfolio, recommend asset allocation and handle reporting, portfolio evaluation and the review of accounts.
The plan has issued an RFP for a firm to provide investment and custodial services for one of its portfolios.
The plan is seeking an advisor due to an ownership change at its incumbent.
The city expects to award a contract on April 20.
The district is seeking investment management services.
The fund decided to stick with its existing investment advisor to handle its portfolio following a search from last summer as part of standard procurement process to put contracts out for bid periodically.
The authority is conducting the search as it looks to optimize its conversative investment portfolio.