Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest University Preparing Investment Advisor Search

A university based in the Midwest is preparing to launch an investment advisor search this summer.

01.27.21
Consultant/OCIO/Discretionary
Southern Community Foundation Hires Investment Advisor

A community foundation based in a Southern state has hired an investment advisor for its long-term pool.

01.27.21
Consultant/OCIO/Discretionary
West Coast 457 Plan To Issue Consultant RFP

Plan expects to issue the RFP next month due to the contract expiration of its incumbent.

01.27.21
Consultant/OCIO/Discretionary
Great Lakes Plan Eyes Consultant RFI

A Great Lakes plan expects to issue an RFI for investment consulting and custodial services in March.

01.26.21
Alternatives
West Coast Plan Seeking Firm To Conduct Private Markets Advisor Search

Plan hopes to hire a third-party firm in the third quarter to run its impending private markets advisor search.

01.26.21
Consultant/OCIO/Discretionary
Calif. County Issues PE Advisor RFP

The plan has issued an RFP seeking a private equity advisor.

01.25.21
Consultant/OCIO/Discretionary
Windy City Plan Launches Consultant RFP

Plan issued an RFP for general investment consulting services following a board meeting held this week.

01.22.21
Consultant/OCIO/Discretionary
West Coast University Searching For Investment Consultant

A university based on the West Coast has issued an investment-related RFP.

01.21.21
Consultant/OCIO/Discretionary
Midwest Foundation Sticks With Investment Consultant

A foundation based in a Midwestern state has retained its investment consultant following a search from last year.

01.21.21
Consultant/OCIO/Discretionary
Southern University Launches Consultant Search

A university based in a Southern state has issued an RFP for an investment consultant for its endowment.

01.21.21