Multi-Asset/Investment Advisor
The search is expected to conclude in the second quarter.
The conservation trust fund has launched a search for a trust manager to oversee and invest its assets.
The institution has issued an RFP seeking a firm to provide non-discretionary management of its investment portfolio and assist in developing and implementing investment strategies to enhance performance.
The authority is seeking a firm to manage its “core $80 million fixed-income bond portfolio.”
The city is seeking non-discretionary services for its short and long-term investments.
The city is seeking one or separate firms to handle distinct investment advisory and municipal financial product advisory services.
The fund is seeking a mission-aligned investment advisor to design and manage its first values-driven investment account.
The plan will continue to manage its investments in-house.
The city awarded a contract to an investment advisor last year after issuing an RFP for the services in July.
The city did not previously utilize a firm to manage its approximately $107.2 million in funds.
