Consultant/OCIO/Discretionary

Credit/Private Debt
Midwest Pension Launches Private Credit Search

The fund is seeking a single platform to handle a minimum 3% allocation following search approval at today’s board meeting.

07.19.24
Consultant/OCIO/Discretionary
Midwest Pension Launches RE, Real Assets Consultant Search

The retirement system rehired its incumbent for a five-year contract in 2019.

07.17.24
Consultant/OCIO/Discretionary
Southern University Launches Discretionary Investment Manager Search

The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.

07.16.24
Consultant/OCIO/Discretionary
Southern DC Plan Launches Consultant Search

The contract of the current investment consultant is set to expire next year.

07.16.24
Consultant/OCIO/Discretionary
Northeast Pension Issues Investment Services RFP

The plan is searching for an outsourced cio approach for its investments.

07.16.24
Consultant/OCIO/Discretionary
Western University Working To Have Separate Nonprofit Manage Endowment; Seeks Director

The university is working on an agreement with a separate nonprofit formed last year to manage its endowment and is seeking a director of investments to help with the investment management function.

07.12.24
Consultant/OCIO/Discretionary
Investment Advisory Firm Acquires Investment Consultant & OCIO

The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.

07.10.24
Consultant/OCIO/Discretionary
Midwest Association Issues Consultant RFP

The association is searching for a consultant to conduct a review of its trust fund service providers as a best practice to provide continuous improvement of the operation of the fund.

07.10.24
Consultant/OCIO/Discretionary
Mid-Atlantic College Foundation Makes Award In Consultant Search

The foundation has awarded a new investment consultant to oversee and advise on its portfolio following a search launched in the first quarter due to the impending contract expiration of its incumbent consultant.

07.10.24
Consultant/OCIO/Discretionary
Western Trust Fund Hires New Investment Consultant

The trust fund has hired a new non-discretionary investment consultant following an RFP process that did not see its incumbent consultant submit a proposal.

07.10.24