Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
New England Pension Issues Investment Manager RFP

The plan is seeking an investment manager to handle its entire balanced portfolio.

08.18.25
Multi-Asset/Investment Advisor
Southeast Fund Seeking Investment Management Services

A school board in the Southeast is seeking investment management services for its retirement portfolio.

08.18.25
Deferred Compensation
New England Town 457 To Transition To State Plan

The decision to transition the plan follows an investment advisor RFQ launched earlier this year.

08.14.25
ESG
Investment Mgmt. Company Seeks Proxy Voting Management Services

The investment company is seeking entities to provide proxy voting services, including proxy research and recommendations, custom policy implementation, proxy vote execution and web voting disclosure.

08.13.25
Multi-Asset/Investment Advisor
Southern City Taps Investment Manager

City staff has managed the $400 million portfolio since 2012.

08.13.25
Surveys/Studies
Mission-Aligned Investors Need Not Sacrifice Returns: Report

Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.

08.13.25
Multi-Asset/Investment Advisor
Southern University System Issues RFP For Investment Mgmt. System

The system has issued an RFP seeking an investment management system that expands on the capabilities of its current systems for its cash and endowment pools.

08.13.25
Multi-Asset/Investment Advisor
Southeast Water District Taps New Investment Manager

The district hired a new firm to provide investment management services for its roughly $116 million in investments.

08.13.25
Multi-Asset/Investment Advisor
Midwest Foundation Launches Manager Search

The foundation has issued an RFP seeking investment managers that align with its objectives.

08.13.25
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Manager

The city received six proposals in response to an RFP issued in February.

08.06.25