Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Authority Concludes Pension Services Search

The plan has selected a new firm to provide actuarial, administrative, investment advisory and custodial services for its roughly $2 million in assets.

12.22.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Concludes Pension Trust Services Search

A West Coast county sanitation district has concluded its RFP seeking pension trust services.

12.21.21
Multi-Asset/Investment Advisor
New England Town Concludes Investment Mgmt. Services Search

The town’s board hired a firm to provide investment management services for its pension plan, taking over the duties previously handled by the pension committee.

12.21.21
Multi-Asset/Investment Advisor
Northeast Plan Reissues Investment Mgr. RFP

The plan is relaunching the search to allow for a longer response time after first issuing the RFP in March.

12.20.21
Multi-Asset/Investment Advisor
Calif. County 457 Eyes Target-Date Fund Mgr. Search

The plan will conduct a target-date fund manager search to potentially replace an existing mandate.

12.20.21
Multi-Asset/Investment Advisor
Northeast City Issues Investment Mgr. RFP

A Pennsylvania city is searching for firms to manage short-term investment funds.

12.20.21
Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Water Plan Issues Adviser RFP

A Mid-Atlantic water plan is searching for a firm to select, buy and sell securities.

12.13.21