Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Western College Savings Plan Wraps Up Investment Consultant, 529 Industry Consultant Searches

A Western college savings plan wrapped up its searches for investment consulting and 529 industry consulting services last month.

04.08.20
Consultant/OCIO/Discretionary
AFM-EPF Settles Lawsuit Claiming Trustees Made “Risky” Investments

A musicians pension fund settled a lawsuit on March 25 that claimed trustees made “risky” investments. 

04.07.20
Consultant/OCIO/Discretionary
Northeast Plan Hires OCIO

A pension fund in the Northeast has hired an outsourced cio.

04.03.20
Consultant/OCIO/Discretionary
Mid-Atlantic Treasury Posts Investment Advisor RFP

A Mid-Atlantic State Treasury has issued its RFP seeking investment advisory services for its endowment and liquidity and reserve funds.

04.02.20
COVID-19 News
Consultants, Nonprofits Discuss Taking Cautious Approach In Preparing For Future Opportunities

Foundations and endowments are taking a cautious approach to the markets and when to capitalize on upcoming investment opportunities the coronavirus pandemic will provide long-term investors.

03.26.20
Consultant/OCIO/Discretionary
Western Fund Wraps Up Consultant Search

A Western fund wrapped up its consultant search at its board meeting this week.

03.26.20
Consultant/OCIO/Discretionary
Southern University Hires New Consultant

A university in the South hired a new general investment consultant to advise on its investments last year.

03.25.20
Consultant
New England University Conducting Consultant Search

A New England university is searching for a firm to oversee its endowment.

03.25.20
Consultant/OCIO/Discretionary
Alaska Nonprofit Searches For Consultant

An Alaska-based nonprofit is searching for an investment consultant.

03.04.20
Consultant/OCIO/Discretionary
Canadian University Issues Investment Consultant RFP

A Canadian university has issued an RFP for an investment consultant for its endowment pools.

03.04.20