Consultant/OCIO/Discretionary

Fixed-Income
Southwest Pension Latest To Axe Western Asset

The pension is the latest to terminate the fixed-income manager in recent weeks.

10.03.24
Consultant/OCIO/Discretionary
Midwest College Seeks Retirement Plan Consultant

The college is seeking a retirement consultant that can assist in providing regular objective, third-party advisory and consulting services regarding its 401(a), 403b and 457 retirement plans.

10.02.24
People Moves
Outsourced CIO Adds Investment Analyst

The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.

10.02.24
Consultant/OCIO/Discretionary
New England Plan Wraps Up Investment Consultant, Industry Advisor Search

The state authority has selected an investment consultant and industry advisor for its college savings plan after conducting a search earlier this year due to a statutory requirement.

10.02.24
International / Global / Emerging Markets
Midwest College Savings Program Adds Small-Cap Value Fund; Rehires Investment Consultant

The program approved the addition of a new small-cap value fund to replace an existing strategy within a lineup of underlying fund managers and rehired its investment consultant for a three-year term.

10.02.24
Consultant/OCIO/Discretionary
New England Pension To Launch Consultant Search

The plan’s consulting contracts are slated to expire in the first quarter of 2025.

10.02.24
Consultant/OCIO/Discretionary
Mid-Atlantic State Plan Conducting Absolute Return Consultant Search

The current consultant will see its contract expire next year.

09.25.24
Consultant/OCIO/Discretionary
Midwest University Foundation Seeks Help For Upcoming OCIO Search

The foundation has issued an RFP seeking a firm to help it conduct a search for an outsourced cio to manage its portfolio.

09.25.24
Consultant/OCIO/Discretionary
PennSERS Hires New General Investment Consultant

The new consultant will begin its new five-year contract in February.

09.24.24
Consultant/OCIO/Discretionary
Midwest Pension Begins Private Markets Consultant Search

The pension fund approved the search for a maiden private markets consultant at a board meeting earlier this month.

09.24.24