Consultant/OCIO/Discretionary

Real Estate
Calif. Plan To Discuss RE Consultant Search

A California county pension plan will discuss issuing a real estate consultant RFP at a committee meeting this week.

07.06.20
Alternatives
Northwest Plan Begins Diversifying Strategies Consultant Search

A Pacific Northwest plan has begun a search for a diversifying strategies portfolio consultant search.

07.02.20
Consultant/OCIO/Discretionary
Midwest Plan Launches Investment Consultant Search

A Midwestern employees’ pension plan is seeking an investment consultant for its defined contribution plans.

07.02.20
Consultant/OCIO/Discretionary
Canadian University Searching For Outsourced CIO

A Canadian university has issued an RFP seeking an outsourced cio for its endowment.

07.02.20
Consultant/OCIO/Discretionary
West Coast Utility Plan To Issue Real Estate Consultant RFP

A West Coast pension fund will issue an RFP for real estate consulting services due to the contract expiration of its incumbent provider.

06.25.20
Daily Feed
Morgan Stanley Hires Mercer COO To Run Graystone Consulting

Morgan Stanley Wealth Management has recruited Jeremy France to run Graystone Consulting, according to an internal memo obtained by NPNews.

06.25.20
Credit/Private Debt
New England University Makes Credit Commitment; Extends Consultant Contract

A New England-based university made a private credit commitment and extended its investment consultant’s contract at a meeting last month.

06.25.20
Daily Feed
Southern 529 Plan Wraps Up Consultant Search; Adds Firms To Watchlist

A Southern 529 plan selected an investment consultant and added two investments to its watchlist at last month’s board meeting.

06.25.20
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Advisor RFP Next Year

A Southern university foundation expects to issue an invitation-only RFP for a discretionary investment advisor next year.

06.25.20
Consultant/OCIO/Discretionary
West Coast Plan Swaps General Investment Consultants

A West Coast pension fund has hired a new general investment consultant.

06.24.20