Consultant/OCIO/Discretionary
Plan selected its first general investment consultant last week following finalist interviews held in October.
These additions bring the firm to 47 partners and 20 principals.
A Northeastern pension plan issued an investment consultant RFP this week.
A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.
A university based in the South has selected an investment consultant to wrap up its search from the first quarter.
A nonprofit based in a Great Plains state has issued an RFP for an investment consultant.
An endowment in the South hired a new outsourced cio to handle its investment portfolio to wrap up a search from late 2019.
A foundation in the West has selected a new investment consultant for its long-term and sustainable and responsible investment portfolios following the issuance of an RFI in January.
The plan is searching for small-cap firms for a domestic equity portfolio that is entirely with large-cap managers.
A Southwestern pension plan placed a domestic mid-cap value “next generation” manager on watch at today’s board meeting.