Multi-Asset/Investment Advisor
A West Coast city is searching for a firm to oversee portions of its $300 million portfolio.
An East Coast plan hired two new global equity managers and an opportunistic fixed-income manager in November.
A town in Florida has selected an investment advisor to oversee $5 million in operating and capital funds.
The borough is seeking a firm to provide investment management services for its pension funds.
A 529 plan in the Midwest retained its program management, administration and investment services provider following a search from last year.
A West Coast water district has issued an RFP seeking administrative and investment management services for its OPEB Trust.
A Southeastern city has chosen an investment firm to manage its investment portfolio following a search initiated last year.
A Midwestern city plan has retained the incumbent advisor for its investment portfolio.
Steward Partners Global Advisory has agreed to acquire Harmony Private Wealth.
An institution in Canada has canceled its search for a firm to provide investment management and advisory services for its investment portfolio, but may look to reissue an RFP in the future.