Consultant/OCIO/Discretionary

Searches And Hires
Western Foundation Issues Consultant RFP

A foundation in the West has issued an RFP seeking an investment consultant or discretionary manager for two of its investment pools.

03.24.21
Surveys/Studies
Higher Education Institutions Demand Advisor, Consultant Services For Retirement Plans: Report

Advisors and consultants sought for more investment options and retirement readiness planning.

03.24.21
Consultant/OCIO/Discretionary
Texas Plan Issues Investment Consultant RFP

Plan has issued an RFP for general investment and private assets consulting services after postponing a previous search in 2018.

03.24.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Completes Consultant Search

Plan retained both private credit and hedge fund consultants following a search conducted last year.

03.24.21
Consultant/OCIO/Discretionary
Calif. City Taps Investment Advisor

A California city hired an investment advisor to assist with a record keeper RFP.

03.22.21
Consultant/OCIO/Discretionary
Rocky Mountain Police Plan Retains Investment Consultant

A Rocky Mountain police pension board retained its investment consultant following a search.

03.22.21
Consultant/OCIO/Discretionary
Great Lakes Plan Launches Consultant Search

Search follows one most recently conducted in 2016.

03.19.21
Alternatives
New England Plan Seeking EM Small-Cap, Bank Loan Mgrs.

The plan is searching for two managers as part of regulatory requirements.

03.19.21
Consultant/OCIO/Discretionary
New England Plan Hires New OCIO

The plan hired a new outsourced cio for its entire portfolio.

03.18.21
Consultant/OCIO/Discretionary
Southeast City Selects Investment Custodian

A Southeastern city has selected an investment custodian to oversee its consolidated investment pool.

03.18.21