Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. County Hires Credit Advisor; Amends PE Pacing Plan

The plan hired Aksia following a discretionary private credit advisor RFI and amended its annual pacing plan with discretionary private equity advisor Hamilton Lane.

01.19.22
Consultant/OCIO/Discretionary
Midwest Plan Retains Divestment Services Provider

The plan is negotiating with incumbent ISS ESG on behalf of itself and five state systems.

01.18.22
Consultant/OCIO/Discretionary
CAPTRUST Acquires Portfolio Evaluations, Inc.

Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.

01.18.22
People
Marquette Loses Fixed-Income Director

Former fixed-income director will join Credit Suisse at the end of the month.

01.18.22
Consultant/OCIO/Discretionary
Mid-Atlantic University Issues Investment Management RFP

A university in the mid-Atlantic region has issued an RFP seeking one or more investment managers to provide investment recommendations and strategies to achieve higher returns on its investments.

01.14.22
People
Callan Promotes New Jersey Office Head

She retains her existing duties as a senior v.p.

01.14.22
Consultant/OCIO/Discretionary
Midwest State Legislative Mgmt. Taps Consultant

The plan is negotiating with Milliman to assist in the development of a plan to close its state defined benefit plan to new hires.

01.14.22
People
Marquette Hires Senior Client Analyst From Abrdn

She actively supports consultants in all aspects of client service on a variety of client relationships.

01.14.22
Consultant/OCIO/Discretionary
New England Plan Hires New General Investment Consultant

The plan hired a new consultant following an RFP process.

01.13.22
Consultant/OCIO/Discretionary
Midwest State Issues Project-Basis Consultant RFP

A Midwestern state plan is seeking consultants to conduct an asset/liability study and develop an in-state equity program.

01.13.22