Multi-Asset/Investment Advisor
The town is searching for firms to manage a total of $43 million.
A city in Texas is searching for a firm to provide discretionary and non-discretionary management for its portfolio.
The plans, which had been working with an incumbent investment firm for nearly 20 years, tapped a new firm late last year following a search.
A West Coast water plan is searching for a firm to manage its operating and reserve fund balances.
A college foundation in New England has issued an RFP seeking investment management services as part of a periodic due diligence process.
A 529 plan in the Mid-Atlantic region has issued an RFP seeking an investment advisor for its three plans.
A museum in the Northeast is searching for an investment advisor to handle its endowment due to the contract expiration of its incumbent provider.
As higher education institutions grapple with the financial wellness of their participants in the wake of the COVID-19 pandemic, a new study has discovered that institutions continue to shift toward consolidating retirement plan providers.
Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.
A West Coast city has chosen a firm to manage its $89 million in operating and capital funds.