Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast DC Concludes Consultant Search

The plans rehired the consultant, which was the only bidder to an RFP issued this summer due to its contract expiration.

11.23.21
Consultant/OCIO/Discretionary
Southwest Plan To Launch Consultant Search

The plan will issue an RFP next year ahead of its incumbent consultant’s final contract expiration.

11.22.21
People Moves
Meketa Promotes Consulting Services Director

She manages the firm’s consultants across all offices and executes goals for the consulting department.

11.22.21
Consultant/OCIO/Discretionary
New England Town Seeking Maiden Investment Consultant

The town is searching for its first ever investment consultant on behalf of two defined contribution plans.

11.19.21
Consultant/OCIO/Discretionary
Midwest DC Plan Retains Consultant

The plan decided to retain its general investment consultant following the issuance of an RFP in the third quarter.

11.19.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Concludes Consultant, Mid-Cap Searches

The plan hired its general investment consultant and selected two new active mid-cap equity managers.

11.18.21
Consultant/OCIO/Discretionary
Western OPEB Issues Consultant RFP

A Western health trust fund has posted an RFP for investment consulting services.

11.18.21
Consultant/OCIO/Discretionary
Large Mid-Atlantic Plan Begins Investment Consultant Search

The plan has begun an investment consultant search; last one conducted was in 2016.

11.15.21
Surveys/Studies
CalPERS IC Less Satisfied With Consultant Performance: Survey

Investment committee members reported a drop in satisfaction with consultant performance across three different strategies.

11.12.21
Consultant/OCIO/Discretionary
Southern City Plan Renews Consultant Contract

The plan rehired its consultant following an RFP process conducted over the summer.

11.12.21