Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. Plan Hires Discretionary RE Consultant

The plan chose a new discretionary real estate consultant over its incumbent and one other finalist this week.

09.29.22
Consultant/OCIO/Discretionary
Midwest 529 Plan Rehires Investment Consultants

The college savings program renewed the contracts of its two general investment consultants for a five-year term last month.

09.29.22
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Rehires Consultant

The rehired its general investment consultant this month and made a $30 million distressed debt commitment to an existing manager in August.

09.28.22
Consultant/OCIO/Discretionary
Northeast 457 Plans Seeking Consultant

A Northeastern state county is seeking consulting services on behalf of its deferred compensation plans.

09.27.22
Consultant/OCIO/Discretionary
Southeast School District Seeking Investment Advisor

The district is seeking the services for its retirement plans.

09.23.22
Consultant/OCIO/Discretionary
New England Plan Issues Consultant RFP

The plan is conducting the search due to the upcoming contract expiration of its current consultant.

09.23.22
Consultant/OCIO/Discretionary
Hartford HealthCare Outsources Investments, Releases CIO & Investment Team

The health system outsourced the management of its pension and endowment assets this week, replacing an internal investment office led by CIO David Holmgren.

09.23.22
Consultant/OCIO/Discretionary
Massachusetts Plan Preps Consultant RFP

The plan’s contract with its current consultant will expire in April.

09.22.22
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant RFIs

The plan will issue the RFIs as its looks to put its contracts out to bid due to their upcoming expirations.

09.22.22
Consultant/OCIO/Discretionary
New York Plan Extends Investment Consultant Contract

The plan, which launched an investment advisor search earlier this year, extended services with its incumbent on a month-to-month basis.

09.21.22