Consultant/OCIO/Discretionary

Industry News
Cerity Partners To Merge With Verus

The merger is expected to close at the end of the first quarter.

02.11.26
Equity
New England Pension Readies Global Equity RFP

The pension board will also target $1 billion to non-traditional equity strategies.

02.10.26
Trends
Q4 2025: OCIOs Can Swiftly Execute & Advise Institutions In Today’s Market

Outsourced cios can use their expertise to both execute and advise institutions in a quick and efficient manner in today’s complex investment environment, industry professionals find.

02.10.26
Consultant/OCIO/Discretionary
Western Higher Education Foundation Issues Investment Mgmt. RFP

The foundation is seeking a firm to provide discretionary investment management and strategic guidance for its portfolio, which includes endowed, non-endowed reserves and scholarship funds.

02.06.26
Consultant/OCIO/Discretionary
Northeast Pension Begins Investment Consultant Search

The retirement system most recently rehired its incumbent general investment consultant in 2019.

02.05.26
MRI/Social Investments
College Savings Plan Eyes Consultant To Evaluate Values-Aligned Investment Options

The college savings program is seeking investment consultants to assist with evaluating faith-based or values-aligned investment options for its investment portfolio.

02.04.26
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeks Outsourced CIO

The foundation has launched a search for an outsourced cio to manage its portfolio for standard due diligence purposes.

02.04.26
Consultant/OCIO/Discretionary
Southeast Pension Plans Name Consultant Finalists

The plans named three finalists in their joint RFQ seeking general investment consulting services for public markets yesterday.

02.04.26
Consultant/OCIO/Discretionary
Michigan Pension Posts Discretionary Advisory RFP

The retirement system and OPEB trust have worked with the incumbent provider since 2014.

02.02.26
MRI/Social Investments
Mid-Atlantic CDFI Seeks Impact Consultant

The community development financial institution is seeking a social impact consultant to facilitate data and frameworks for its investments in small businesses.

02.02.26