Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Pension Begins Consultant Search

The plan is beginning a consultant search for due diligence purposes.

09.03.25
Consultant/OCIO/Discretionary
Michigan DB Plans Post Investment Consultant RFP

The retirement board is seeking the services on behalf of its defined benefit pension plan and VEBA trust.

09.02.25
Consultant/OCIO/Discretionary
Calif. County Plan Hires New Private Markets Consultant

The newly hired firm will provide private credit, private equity, real estate and infrastructure consulting services.

09.02.25
Consultant/OCIO/Discretionary
Northeast Pension Launches Investment Advisor RFQ

The RFQ has been issued ahead of the incumbent’s contract expiration and the process will likely turn into a formal RFP.

09.02.25
Consultant/OCIO/Discretionary
New England Pension To Issue Investment Consultant RFP

The retirement system also hired new domestic small- to mid-cap equity managers in June.

08.21.25
Large-Cap
Southeast Fund Approves New Large-Cap Value Mgr.

The new manager replaces an underperforming incumbent that was also terminated due to organizational concerns.

08.21.25
Consultant/OCIO/Discretionary
Midwest Foundation Hires New Consultant

The foundation hired a new investment consultant to take over duties from its incumbent consultant later this year following a search for the services.

08.21.25
Consultant/OCIO/Discretionary
Midwest University Searching for Firms To Evaluate Investment Office Operations, Processes

The university is seeking firms to assess middle office solutions within its investments office, including operations functions that bridge the gap between front office and back-office activities.

08.20.25
Consultant/OCIO/Discretionary
Southwest University Body Launches Consultant Search

A board of regents overseeing public universities based in the Southwest is looking for a firm or firms to advise its retirement plan investments.

08.20.25
Industry News
Monticello Associates To Join Cresset

The investment consulting firm’s 58-member team and $124 billion in non-discretionary assets under advisement will move to Cresset in a deal expected to close later this year.

08.18.25