Consultant/OCIO/Discretionary
A Southwestern pension plan hired its first investment consultant this month.
Three Florida pension plans expect to rehire NEPC as their general investment consultant.
A college in the Northeast will begin the immediate phaseout of all current investments with fossil fuel-specific managers in its endowment and will exclude all future investments with fossil fuel-specific managers.
A Western-based school district foundation hired an advisor to provide investment management services and counsel for its investment portfolio earlier this year.
A university system in the Midwest has approved a new contract for its investment consultant.
Investment consulting firm NEPC is recommending all its clients terminate Fisher Investments.
Six different consultants won business from former public defined benefit plan clients of Summit Strategies Group following the firm’s acquisition by Mercer in August 2018.
A Midwestern deferred compensation plan is seeking proposals from plan advisors.
A Texas city has launched a search for retirement plan consulting services.
A Southeastern pension plan has issued an RFP seeking an investment consultant.