Consultant/OCIO/Discretionary

Searches
Western Foundation Searching For Investment Advisor

A Western foundation is searching for an investment advisor for its endowment and general investment portfolios.

02.13.20
Consultant/OCIO/Discretionary
New York University Changes Outsourced CIO

A New York university has hired a new outsourced cio to handle its endowment.

02.06.20
Consultant/OCIO/Discretionary
New England Institution Approves Transitioning To Outsourced CIO Model

An institution based in New England approved transitioning to an outsourced cio relationship from its general investment consulting model at a meeting last week.

01.22.20
People
Mid-Atlantic Firm Names Client Portfolio Strategist

A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.

01.10.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20
Searches
Southern Tribe Conducting Investment Manager Search

A Southern tribe has issued an RFP seeking a firm to handle its investment portfolio.

12.16.19
People
Partners Capital Names New CEO

Arjun Raghavan will become ceo of Partners Capital by the end of 2020, the firm announced.

12.11.19
Consultant
Midwest Plans Seeking Investment Advisors, Consultants

A pair of Midwestern pension plans have issued joint RFPs for investment advisory and investment consulting services.

12.09.19
Consultant/OCIO/Discretionary
Outsourced CIO Adds Director From Maryland Foundation

A Southern outsourced cio added an investment director from a mid-Atlantic foundation last month.

12.04.19
Consultant/OCIO/Discretionary
Maturing Market Pressures Outsourced CIO Industry To Adopt New Practices For AUM Growth

Modest asset growth shows that many outsourced cio providers will need to focus on performance reporting.

12.04.19