Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest DC Plan Rehires Consultant

The deferred compensation plan received four proposals in response to an investment consultant RFP issued last month.

10.29.26
Consultant/OCIO/Discretionary
Canadian University Searching For Consultant

The university is seeking an investment consultant for its three defined benefit plans, two defined contribution plans and trust and endowment investment pools due to the contract expiration of its incumbent provider.

10.29.26
Consultant/OCIO/Discretionary
Western College Searching For Non-Discretionary Advisor

The college is seeking non-discretionary advisory services for endowment and foundation investment funds as its incumbent provider’s contract is expiring.

10.28.26
Consultant/OCIO/Discretionary
New York College Launches Investment Consultant Search

The college has launched a search for an investment consultant to oversee its nearly $350 million investment portfolio.

10.28.26
Consultant/OCIO/Discretionary
Mid-Atlantic State Pension Seeking Private Markets Consultant

The firm will be responsible for the plan’s private equity, private credit, private infrastructure and private real assets portfolios.

10.26.26
Consultant/OCIO/Discretionary
Southwest 457 Plan Sticks With Consultant

The city announced that it will begin negotiating a contract with its incumbent after issuing an RFP in August.

10.23.26
Consultant/OCIO/Discretionary
West Coast 457 Plan Rehires General Investment Consultant

The plan received four proposals to an RFP issued in June.

10.22.26
Consultant/OCIO/Discretionary
Western City Seeks Discretionary Advisor For Endowment

The city has issued an RFP seeking investment advisors to manage its endowment on a discretionary basis.

10.21.26
Consultant/OCIO/Discretionary
Midwest University Sticks With Consultant For Operating Funds

The university selected its incumbent consultant to oversee and manage its operating funds after issuing an RFP last year for standard due diligence because of the firm’s impending contract expiration.

10.21.26
Consultant/OCIO/Discretionary
Southern County Seeks Discretionary Manager For New Trust Fund

The county has issued an RFP seeking firms to provide discretionary investment management, custodial coordination and trust advisory services for its new reserve and trust fund.

10.21.26