Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Discretionary Advisor

The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.

04.08.26
Consultant/OCIO/Discretionary
Northeast School District Taps Investment Consultant

The district issued an RFP in February on behalf of its operating and capital non-pension funds.

04.08.26
Consultant/OCIO/Discretionary
Texas City Seeking Pension Fund Investment Advisors

The city is seeking the services related to its two defined benefit pension plans.

04.07.26
Consultant/OCIO/Discretionary
Pacific Northwest Transit District Launches Investment Advisor RFP

The district is seeking the services on behalf of its two defined benefit plans.

04.07.26
Consultant/OCIO/Discretionary
Northeast Transportation Plans Seeking Investment Advisor

The authority is seeking pension fund investment advisory and trustee services for its two plans.

04.06.26
Consultant/OCIO/Discretionary
Investment Firm Appoints Co-CIO

The firm appointed a co-cio to guide portfolio construction, manager selection and the firm’s overarching investment strategy and asset allocation as part of its leadership transition.

04.02.26
Consultant/OCIO/Discretionary
Western Agricultural Preservation District Seeks Discretionary Advisory Services

The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”

04.01.26
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Seeks Investment Advisor For Operating, OPEB Funds

The authority has issued an RFP seeking investment advisors to oversee and manage its operating and other post-employment benefit trust funds.

04.01.26
Consultant/OCIO/Discretionary
Mid-Atlantic Program Issues Outsourced CIO RFP

The fund has issued an RFP for an outsourced cio as it found its current approach was too slow and did not allow for real-time market responsiveness.

04.01.26
Consultant/OCIO/Discretionary
Midwest Pension Eyes Consultant RFP Process; Approves Commitments

The state pension plan also approved three alternatives commitments at a meeting last week.

03.30.26