Multi-Asset/Investment Advisor
The plan is seeking small, local managers to receive an initial investment of up to $5 million.
District will hear presentations from four finalists on Sept. 28.
The plan extended the contract of its incumbent banking and investment services provider through 2023, which represents the final contract extension available.
Firm will provide discretionary management of the city’s $78 million portfolio.
County is searching for a firm to help manage up to $450 million in assets.
The hospital network rehired its banking and investment services provider through 2023 after issuing an RFP for the services in the second quarter as it bids out the services every five years.
The authority is looking for a firm to manage its available cash in its loan programs as well as its general fund.
The town decided to stick with its incumbent advisor after issuing an RFP in the second quarter.
The authority is searching for a firm to assess market performance and allocate assets.
The college is seeking a firm to to advise and assist in the development of short-term and long-range financing plans as well as advise on investment of funds.
