Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Treasurer’s Office Seeks Consultant For 529 Plans

The office has issued an RFP seeking an investment advisor for its roughly $40 billion in assets, including its 529 programs.

04.27.26
5 Questions
5 Questions With Fidelity Investments Portfolio Manager Erika Murphy

Erika Murphy, portfolio manager in Fidelity Investments’ Global Institutional Solutions group, took the time to answer 5 Questions with FIN News, plus a few extras.

04.27.26
Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Issue Consultant RFP

The plans currently work with Innovest Portfolio Solutions.

04.24.26
Consultant/OCIO/Discretionary
Windy City Pension Restarts Consultant RFP

The retirement plan is relaunching an RFP after the recent conclusion of its last search did not yield a hire.

04.24.26
Consultant/OCIO/Discretionary
Southern Teachers Makes Investment Consultant Hires

The plan retained its general consultant and hired a new private markets consultant.

04.23.26
Industry News
Wealth Advisory Firm Acquires Consultant

A wealth and investment advisory firm has agreed to acquire an investment consultancy firm to expand its West Coast client base.

04.22.26
Consultant/OCIO/Discretionary
Western 529 Searching For Consultant

The college savings plan is seeking an investment consultant to advise on evaluating its current and prospective investment options as well as on how to expand its offerings to investors.

04.22.26
People Moves
Investment Consultant Names New Global CIO

The consulting firm named a new global cio to lead its investment capabilities from research to investment solutions and performance across traditional and alternative asset classes.

04.20.26
Consultant/OCIO/Discretionary
Michigan Pension Swaps Consultants

The retirement system moved to a new general investment consultant in the first quarter after cutting ties with its incumbent after roughly 15 years.

04.17.26
Real Assets
Midwest Pension Introduces Gold Target

The retirement system is also slated to vote on its general investment consultant search next month.

04.17.26