Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest College Renews Consultant Contract

The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.

07.07.22
Consultant/OCIO/Discretionary
Rocky Mountain 457 Plan Issues Consultant RFP

The search follows the plan’s approval of a one-year agreement with incumbent Innovest Portfolio Solutions.

07.06.22
Consultant/OCIO/Discretionary
Midwest Plan Scouting For Board Investment Consultant

The plan, which does not currently work with a consultant, has issued an RFP seeking an independent board investment consultant.

07.06.22
Consultant/OCIO/Discretionary
Illinois Plan Issues General Consultant RFP; DC, Real Assets Consultant Searches On Deck

All three searches are being conducted due to the contract expirations of the incumbent providers.

07.05.22
Consultant/OCIO/Discretionary
Texas Plan Posts Consultant RFP

Search comes in anticipation of its incumbent’s impending contract expiration.

07.01.22
Consultant/OCIO/Discretionary
California Plan Issues Real Estate Consultant RFP

Search is due to the impending contract expiration of incumbent RCLCO.

07.01.22
Real Estate
Midwest Plan Bolsters RE Portfolio

Plan added $30 million across two real estate commitments with existing manager relationships.

07.01.22
Consultant/OCIO/Discretionary
Northeast Township Seeking DC Plan Consultant

The township has issued an RFP seeking investment consulting services for its 401(a) and 457 plans.

06.30.22
Consultant/OCIO/Discretionary
Southern Board Searching For 529 Consultant

Consultant will assist in the administration of its 529 plans due to the upcoming contract expiration of its incumbent provider, which has been providing the services for more than a decade.

06.30.22
Consultant/OCIO/Discretionary
Windy City DC Plan Posts Consultant RFP

Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.

06.29.22