Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southeast Aviation Board Lands With PFM For Bond Proceeds

The plan hired PFM Asset Management for investment advisory services for its bond proceeds.

11.08.21
Searches And Hires
Rocky Mountain Transportation Authority Seeks Advisor

A Rocky Mountain transportation plan is searching for an advisor for its fixed-income portfolio.

11.08.21
Multi-Asset/Investment Advisor
Canadian Foundation Issues Investment Management RFP

A foundation in Canada has issued an RFP seeking investment management services for its long-term and endowed funds.

11.04.21
Industry News
Firm Adds ESG Consulting To Advisory Practice

Practice will help investment managers by drafting responsible investment policy and workflow.

11.04.21
Industry News
Firm Acquires Mass.-based Investment Advisor

Firm will have 19 offices nationally with over 300 team members after the transaction closes.

11.04.21
Multi-Asset/Investment Advisor
Southern Education Plan Seeks Advisor

A Southern education plan is searching for a firm to analyze and revise its investment strategies.

11.03.21
Multi-Asset/Investment Advisor
Ohio School District Seeking Investment Advisor

The district has issued an investment advisor RFP.

11.02.21
People Moves
Robeco Snags Multi-Asset CIO From Eastspring

He will help grow the sustainable multi-asset solutions team.

11.02.21
Searches And Hires
Southwest County Posts Investment Mgr. RFP

A Southwestern county has issued an RFP seeking an investment manager to handle its investment portfolio and devise investment strategies.

11.01.21
Multi-Asset/Investment Advisor
Canadian College Foundation Seeks Investment Mgr.

A college foundation based in Western Canada has issued an RFP seeking an investment manager for its portfolio alongside an operating reserves portfolio for the college.

10.28.21