Consultant/OCIO/Discretionary

Daily Feed
Mid-Atlantic College Extends Consultant RFP Deadline

Deadline for proposals in college’s search for an investment consultant has been extended one week to May 11.

04.27.22
Consultant/OCIO/Discretionary
Southeast City Seeking Consultant For Deferred Comp Plans

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

04.26.22
Consultant/OCIO/Discretionary
Southern State Plan Concludes Consultant Search

The plan decided to stick with its general investment consultant following an RFP search.

04.25.22
Consultant/OCIO/Discretionary
Calif. Plan Nears Consultant Search Conclusion

Plan’s investment committee will review a recommendation to rehire the incumbent consultant.

04.22.22
Consultant/OCIO/Discretionary
Rocky Mountain City Retains Retirement Plan Consultant

The city retained incumbent Innovest Portfolio Solutions after issuing an RFP last year.

04.22.22
Consultant/OCIO/Discretionary
Southwest Plan Posts Credit Consultant RFP

Plan is surveying the market for private credit and credit-related consulting services due to the evolution of its non-core fixed-income portfolio.

04.21.22
Consultant/OCIO/Discretionary
California Transit Plan Opens Consultant Search

Plan is searching for a firm to review and recommend changes to its investment policies.

04.21.22
People Moves
Arnerich Massena Hires Research Analyst

She conducts analytical research on U.S. and non-U.S. equity markets.

04.21.22
Consultant/OCIO/Discretionary
Midwest Plan Begins Investment Consultant Search

Search is due to its incumbent’s upcoming contract expiration.

04.20.22
Consultant/OCIO/Discretionary
Western Endowment Retains Investment Consultant

An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.

04.20.22