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Extensive and timely coverage of the institutional industry.
The county rehired Public Trust Advisors for the services in 2019.
City is seeking an investment manager to maximize earnings safely while meeting daily cash flow needs.
The plan placed the firm on probation status at a meeting this week due to asset outflows.
The city is seeking a firm to provide investment advisory services for its $173 million portfolio.
The plan will first issue RFPs for global infrastructure and tactical asset allocation managers.
Main problems commonly cited by institutions were underperformance and outcomes that differ from the intended result, according to the report.
New director of institutional business development joins from Lazard Asset Management.
The investment advisor absorbed substantially all the wealth and investment management firm’s $1.75 billion in assets in a deal that closed earlier this month.
The plan will begin a search for core fixed-income managers next month.