Multi-Asset/Investment Advisor
Investment advisor will oversee the system’s 403(b) plan and two 401(a) defined contribution retirement plans totaling $5.8 billion in assets.
University has awarded a new investment advisor and an incumbent advisor in its search for firms to handle its portfolio on a discretionary basis from last year due to the contract expirations of the incumbent providers.
City is searching for a firm to oversee its $235 million in cash and investments.
Search is for firms to provide investment management services for $491 million in assets.
District is searching for a discretionary manager for $529 million in assets.
Firm will help oversee the city’s $50 million cash and investment portfolio.
Firm will oversee between $2 million and $5 million across eight investment funds.
Plan is searching for a firm to advise on its investment guidelines, asset allocation and manager selection.
City hired a new investment advisor to handle its endowment on a discretionary basis in the fourth quarter after issuing an RFP last year.
Plan hired a firm to provide non-discretionary management of its $70 million portfolio.