Multi-Asset/Investment Advisor
The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.
The trust is seeking fixed-income investment advisory services for the management of its restricted and reserve funds.
The system issued the RFP as it is looking to offer a competitive retirement plan.
The town issued an RFP in April due to purchasing regulations.
The city will go into negotiation with the top-ranked firm in its investment manager search.
The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.
The university selected a new non-discretionary investment advisor for its operating investment portfolio after launching a search earlier this year due to standard due diligence requirements.
The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.
The community foundation hired a new investment advisor in the fourth quarter, replacing its incumbent, which had been providing the services since at least 2012.
The village votes on a recommendation at its Oct. 17 board meeting.