Multi-Asset/Investment Advisor
The authority is seeking a firm to manage its “core $80 million fixed-income bond portfolio.”
The city is seeking non-discretionary services for its short and long-term investments.
The city is seeking one or separate firms to handle distinct investment advisory and municipal financial product advisory services.
The fund is seeking a mission-aligned investment advisor to design and manage its first values-driven investment account.
The plan will continue to manage its investments in-house.
The city awarded a contract to an investment advisor last year after issuing an RFP for the services in July.
The city did not previously utilize a firm to manage its approximately $107.2 million in funds.
The city hired a new investment advisor for its more than $227 million investment portfolio.
The college savings plan is seeking a program manager to provide investment management and account administration, among other responsibilities, due to the contract expiration of its incumbent provider.
The university is seeking an investment advisor for its operating funds investment portfolio.
