Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Rocky Mountain City Retains Investment Consultant

The city retained Innovest Portfolio Solutions as general investment consultant for its deferred compensation plans.

09.21.21
Consultant/OCIO/Discretionary
Midwest 457 Plan Wraps Up Consultant Search

The plan approved a hire in its investment consulting services search last week.

09.21.21
Consultant/OCIO/Discretionary
Pacific Northwest Transit District Posts Investment Consultant RFP

The district is seeking a firm to provide comprehensive investment consulting services for its deferred compensation plan.

09.21.21
Consultant/OCIO/Discretionary
Northeast Plan Launches PE, Real Assets Consultant Search

Plan will look to award up to five contracts for private equity and real assets consulting services.

09.20.21
Consultant/OCIO/Discretionary
Southwest Authority Issues DC Plan Consultant RFP

Authority is seeking investment consulting services on behalf of its deferred compensation and defined contribution plans.

09.16.21
Large-Cap
Southern Plan Narrows LCG Search; Makes Private Commitments

The plan will interview three finalists for its large-cap growth search.

09.16.21
Consultant/OCIO/Discretionary
Western Deferred Comp Plan Seeking Investment Advisor

The plan has issued an RFP seeking one or two firms to serve as investment advisor.

09.16.21
Industry News
Firm Launches Outsourced CIO Website

Site advances outsourced cio services through education, advocacy and insight.

09.16.21
Consultant/OCIO/Discretionary
Midwest University Approves Consultant Contract

A university based in the Midwest has renewed its contract with its investment consultant.

09.16.21
Consultant/OCIO/Discretionary
Eastern City P&F Seeking Investment Consultant

The plan is seeking an investment consultant.

09.15.21