Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Pension To Issue Investment Consultant RFP

The retirement system also hired new domestic small- to mid-cap equity managers in June.

08.21.25
Large-Cap
Southeast Fund Approves New Large-Cap Value Mgr.

The new manager replaces an underperforming incumbent that was also terminated due to organizational concerns.

08.21.25
Consultant/OCIO/Discretionary
Midwest Foundation Hires New Consultant

The foundation hired a new investment consultant to take over duties from its incumbent consultant later this year following a search for the services.

08.21.25
Consultant/OCIO/Discretionary
Midwest University Searching for Firms To Evaluate Investment Office Operations, Processes

The university is seeking firms to assess middle office solutions within its investments office, including operations functions that bridge the gap between front office and back-office activities.

08.20.25
Consultant/OCIO/Discretionary
Southwest University Body Launches Consultant Search

A board of regents overseeing public universities based in the Southwest is looking for a firm or firms to advise its retirement plan investments.

08.20.25
Industry News
Monticello Associates To Join Cresset

The investment consulting firm’s 58-member team and $124 billion in non-discretionary assets under advisement will move to Cresset in a deal expected to close later this year.

08.18.25
Consultant/OCIO/Discretionary
Northeast Pension Begins Investment Consultant Search

The retirement system’s current consultant was rehired after a similar RFP process in 2018.

08.18.25
Consultant/OCIO/Discretionary
Southeast Pension Searching For Investment Consultant

The retirement system has issued an RFP seeking a general investment consultant.

08.15.25
Consultant/OCIO/Discretionary
Southeast 457 Plan Hires Consultant

The county did not previously utilize a consultant for its two deferred compensation and health savings account plans.

08.15.25
Consultant/OCIO/Discretionary
Rocky Mountain Housing Authority Seeking Investment Advisor

The authority is seeking firms or individuals to provide investment advisory consulting services.

08.15.25