Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

Government association has issued an RFP for investment and advisory services on behalf of its deferred compensation plan.

07.28.21
Consultant/OCIO/Discretionary
West Coast DC Plans Seeking Consultant

Search was approved last year due to the expiring contract of its current investment consultant.

07.23.21
Consultant/OCIO/Discretionary
Northeast Plans Begin Investment Advisor Search

A township has issued its RFP seeking an investment advisor for its two pension plans.

07.23.21
Consultant/OCIO/Discretionary
Southern Plan Hires Investment Advisor

A foundation based in a Southern state has hired an advisor for a portion of its investment portfolio.

07.22.21
High-Yield
Northeast Plan Slates HY Bond RFP; Hires New General Consultant

Plan will conduct a search for high-yield fixed-income managers due to impending contract expirations and hired a new general investment consultant.

07.21.21
Consultant/OCIO/Discretionary
Texas City Seeks Investment Consultant

A Texas city is searching for an investment consultant to provide objective third-party advice and analysis of its portfolio.

07.20.21
Consultant/OCIO/Discretionary
MTA Seeking 457 Plan Consultant

Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.

07.20.21
Consultant/OCIO/Discretionary
West Coast 457 To Issue Stable Value Fund Consultant

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

07.19.21
Consultant/OCIO/Discretionary
Rocky Mountain Program Hires Investment Consultant

A secure savings program in the Rocky Mountain region hired a general investment consultant last week.

07.19.21
Consultant/OCIO/Discretionary
New England Plan To Begin General Investment Consultant Search

The plan will issue an RFP for a general investment consultant.

07.16.21