Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern City Launches Investment Management Services RFP

A Southern city has launched an RFP for investment management services.

04.06.20
Multi-Asset/Investment Advisor
Midwest Transit Plan Seeking Trustee Services

A Midwestern pension plan has issued an RFP seeking trustee services.

04.06.20
Multi-Asset/Investment Advisor COVID-19 News
Northeast Plans Delays Investment Advisor Search

Northeast pension plans have delayed their investment advisor search due to the coronavirus crisis.

04.03.20
Searches And Hires Multi-Asset/Investment Advisor
Calif. City Hires New Investment Advisor

A West Coast city hired a new investment advisor for its operating fund.

04.02.20
Asset Study/Review
Western Foundation Transitions To Fully Aligned Portfolio Following New Advisor Hire

A Western foundation transitioned to a fully aligned investment portfolio this year after hiring a new investment advisor last year.

04.02.20
Asset Study/Review
Mid-Atlantic University Formalizes Investment Screening Process

A Mid-Atlantic university has formalized its process for screening investments.

04.02.20
Searches And Hires Multi-Asset/Investment Advisor
Mid-Atlantic Authority Rehires Investment Manager

A Mid-Atlantic authority has rehired its investment manager. 

03.27.20
Searches And Hires Multi-Asset/Investment Advisor
West Coast Agency Seeking Investment Advisor

A West Coast public agency is seeking an investment advisor

03.25.20
Multi-Asset/Investment Advisor COVID-19 News
Northeast Plan Puts MoM Search On Hold Amid Coronavirus Concerns

A Northeast pension plan will reconvene discussions for its manager-of-managers search at a later date.

03.20.20
Searches And Hires Multi-Asset/Investment Advisor
Great Lakes City Seeking Investment Services For Cemetery, OPEB Funds

A Great Lakes city has issued an RFP seeking investment services for its cemetery and OPEB funds.

03.19.20