Consultant/OCIO/Discretionary

Searches
Four Nonprofits Conducting Consultant/Outsourced CIO Searches
11.13.19

Four nonprofits are conducting consultant and outsourced cio searches.

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MRI/Social Investments
Western Education System To Gauge Managers’ Climate Change View In Investment Process
11.06.19

A Western education system will reach out to external investment managers to assess whether climate-related risks and opportunities are integrated into their investment processes.

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Consultant/OCIO/Discretionary
Ohio University Selects Investment Consultant
10.30.19

A university in Ohio has selected an investment consultant following a search for services.

MRI/Social Investments
Northeast College To Phase Out Fossil-Fuel Managers, Exclude Future Investments With The Firms
10.24.19

A college in the Northeast will begin the immediate phaseout of all current investments with fossil fuel-specific managers in its endowment and will exclude all future investments with fossil fuel-specific managers.

Searches
Southern University System Searches For Consultant
10.09.19

A public university system in the South is looking for an investment consultant.

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Discretionary - Outsourced-CIO
West Coast University Switches To Outsourced CIO Relationship With Advisor
10.09.19

A university on the West Coast has rehired its investment consultant but changed its service model.

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Consultant/OCIO/Discretionary
West Coast Utility Plan District Hires Discretionary Consultant
10.04.19

A utility district on the West Coast hired a new discretionary investment consultant for its defined contribution plans.

Consultant/OCIO/Discretionary
Mid-Atlantic Plan Posts Private Markets Consultant RFP
09.25.19

A Mid-Atlantic pension plan has issued an RFP for private markets discretionary investment consulting services.

Consultant
Northwest Authority Issues Consultant RFP
09.19.19

An authority in the Pacific Northwest has issued an RFP for investment consulting services.

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Consultant
Canadian University Issues Investment Manager RFP
09.18.19

A Canadian University has issued an RFP for an investment manager for its approximately $62 million portfolio.

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