Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northwest Transit Authority Concludes DC Consultant Search

The plan retained its incumbent general investment consultant.

08.25.21
Consultant/OCIO/Discretionary
West Coast D.C. Plans Seeking Consultant

The plans are searching for a consultant due to the incumbent’s upcoming contract expiration.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Passive Equity
West Coast Plan Approves Global Index, Real Estate Consultant RFP

The plan will put its $8.9 billion index funds and real estate consultant services out to bid.

08.24.21
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

A Midwestern pension plan has issued an RFP seeking a general investment consultant.

08.20.21
Consultant/OCIO/Discretionary
Southwest Board Selects Consultant and Seeks Executive Director

An education board in the Southwest has selected an investment consultant and is searching for an executive director to manage investment recommendations, record keeping, administration, sales and marketing services.

08.19.21
Surveys/Studies
Canadian E&Fs Increase Alts. Allocations, Shift To Outsourced CIO Model And Make Progress In ESG

Canadian endowments and foundations are looking to real assets and alternatives to continue diversifying their portfolios moving forward, according to a recent study.

08.19.21
Consultant/OCIO/Discretionary
Southern Fund Hires Consultant

A fund based in a Southern State has rehired its investment consultant.

08.18.21
Consultant/OCIO/Discretionary
Southwest University Foundation Issues Consultant RFP

A university foundation in the Southwest has issued its RFP seeking an investment consultant for its endowment due to the impending contract expiration of its incumbent provider.

08.18.21
Consultant/OCIO/Discretionary
Southern University Foundation Launches Discretionary Advisor Search

A university foundation in the South has launched its search for an outsourced cio for its endowment as it has been five years since it conducted an RFP process for the services.

08.18.21