Multi-Asset/Investment Advisor
He is responsible for macroeconomic research as well as leading the firm’s asset allocation teams and strategies.
A West Coast city is searching for a firm to manage its $75 million investment portfolio.
A Northeastern school district is searching for a discretionary advisor for its $75 million investment portfolio.
A university based in Canada has issued an RFP seeking a firm to manage its endowment.
An investment advisor has opened an office in the Pacific Northwest to expand its services in the Puget Sound region.
A historically Black university has extended the deadline for proposals in its search for investment advisors for its investment portfolio, which includes endowment funds, to Nov. 12 from Nov. 8.
The plan hired PFM Asset Management for investment advisory services for its bond proceeds.
A Rocky Mountain transportation plan is searching for an advisor for its fixed-income portfolio.
A foundation in Canada has issued an RFP seeking investment management services for its long-term and endowed funds.
Practice will help investment managers by drafting responsible investment policy and workflow.