Consultant/OCIO/Discretionary
A New England-based 529 plan approved a subcontract with a firm to expand the scope of its investment consulting services at a meeting last month.
A state pension fund in the Pacific Northwest has issued an RFP seeking general investment consulting services.
A Southeastern utility authority is seeking a consultant for its deferred compensation plan.
A Great Lakes pension plan will review outsourced cio services before approving an RFI/RFP process.
A Texas-based 457 deferred compensation plan has issued an RFP for plan administrative, investment management and employee education services.
A Northeastern pension plan hired a hedge fund and private credit consultant last week.
A California pension fund is searching for an advisor for its risk mitigating strategies portfolio.
A public pension fund is searching for discretionary and non-discretionary private credit consultants to build out a new portfolio.
Northern Trust Wealth Management has added a regional director to its Foundation & Institutional Advisors (FIA) practice in the Northeast region.
A college system based in the Midwest rehired its discretionary investment advisor this week.