Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast Plan To Hire New General Investment Consultant

The plan’s incumbent consultant was first hired in 2015.

04.17.23
Consultant/OCIO/Discretionary
Southwest 457 Plans Tap New Consultant

The city launched a search in December seeking a firm to assume a fiduciary role in performing consulting services.

04.13.23
Consultant/OCIO/Discretionary
New England Foundation Issues Investment Consultant RFQ

The foundation has issued an RFQ seeking an investment consultant to provide non-discretionary services for its portfolio as part of its routine services review cycle.

04.12.23
Consultant/OCIO/Discretionary
Canadian City Agency Seeking Outsourced CIO

The city agency has issued an RFP seeking an outsourced cio to manage its portfolio.

04.12.23
Consultant/OCIO/Discretionary
Southwest Plan Slates Consultant RFI

The RFI follows a key departure from the plan’s general investment consultant.

04.11.23
Consultant/OCIO/Discretionary
Rocky Mountain City Issues 457 Consultant RFQ

The investment consultant will provide services for the city’s deferred compensation plan as well as its three defined contribution plans.

04.11.23
Consultant/OCIO/Discretionary
Mid-Atlantic County Seeking 457 Plan Consultant

The county last issued a general investment consultant RFP for the plan in 2019.

04.11.23
Consultant/OCIO/Discretionary
Illinois 457 Plan Posts Consultant RFP

An Illinois city deferred compensation plan is searching for investment consulting services.

04.11.23
Consultant/OCIO/Discretionary
Southeast DC Plans Seeking Consultant

The city is seeking a consultant for its 457 and 401(a) plans.

04.10.23
Consultant/OCIO/Discretionary
Southeast 457 Plan Taps New Consultant

The hire followed a search launched late last year.

04.06.23