Multi-Asset/Investment Advisor
The city council approved the agreement at last week’s meeting.
The trust is seeking an investment adviser to review its investment policy, provide market guidance, analyze its cash flow and serve as a resource on fixed-income securities and treasury operations.
The trust fund has issued an RFP seeking a program manager to oversee its operations and endowment.
The city is seeking investment advisory services on behalf of its $305.9 million portfolio.
The city stuck with its incumbent investment advisor for its three portfolios totaling $582.9 million.
The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.
The foundations are seeking firms to provide investment advisory and management services for their approximately $4 million in combined assets.
The tribe has issued an RFP seeking firms to provide discretionary investment management services for its sovereign wealth fund.
The district received five proposals in response to an RFP issued in November.
The plan will move at least a portion of its roughly $57.4 million domestic small-cap core equity mandate to a passive option while it considers the role of the asset class as part of a broader public equity review.