Consultant/OCIO/Discretionary
A Western foundation is searching for an investment advisor for its endowment and general investment portfolios.
A New York university has hired a new outsourced cio to handle its endowment.
An institution based in New England approved transitioning to an outsourced cio relationship from its general investment consulting model at a meeting last week.
A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.
A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.
A Southern tribe has issued an RFP seeking a firm to handle its investment portfolio.
Arjun Raghavan will become ceo of Partners Capital by the end of 2020, the firm announced.
A pair of Midwestern pension plans have issued joint RFPs for investment advisory and investment consulting services.
A Southern outsourced cio added an investment director from a mid-Atlantic foundation last month.
Modest asset growth shows that many outsourced cio providers will need to focus on performance reporting.