Consultant/OCIO/Discretionary

Industry News
Outsourced CIO Raises Almost $1 Billion Across Five Funds

The firm’s clients include the Winston-Salem Foundation, College Futures Foundation, Choate Rosemary Hall, Rhode Island School of Design, Elon University and Willamette University, among others.

02.24.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Seeking Consultant

County is seeking a consultant to assist in conducting an RFP for 457 plan provider services in addition to other services.

02.23.22
Consultant/OCIO/Discretionary
Southern State Plan Begins Investment Consultant Search

The search is due to the contract expiration of its incumbent consultant on June 30.

02.18.22
Consultant/OCIO/Discretionary
Southern University Hires New Consultant Following Search

A university in the South hired a new investment consultant for its endowment following a search from last year.

02.16.22
Consultant/OCIO/Discretionary
Midwest Foundation Rehires Consultant

A foundation based in the Midwest rehired its investment consultant under a three-year contract.

02.16.22
High-Yield
New England Plan Sets 2022 Manager Search Schedule

The plan will issue five RFPs this year, beginning with high-yield fixed-income this week.

02.16.22
Consultant/OCIO/Discretionary
New England 457 Plan Seeking Consultant For Upcoming Search

The state 457 plan is seeking a consultant to assist with an upcoming record keeper search.

02.16.22
Consultant/OCIO/Discretionary
Midwest Plan Launches General Consultant Search

The search is due to the contract expiration of its incumbent.

02.16.22
Consultant/OCIO/Discretionary
Northeast State Plan Seeking Supplemental Consulting Services

The plan is searching for supplemental consulting services in the private equity and private debt asset classes.

02.15.22
Consultant/OCIO/Discretionary
Northwest Plan Issues Tangible Assets Consultant RFQQ

The plan last issued an RFQQ for the services in 2018.

02.14.22