Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary Trends
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market

Mark Titzer joined Dominican University as its v.p. for finance in May 2017 with an extensive to-do list from financial strategy and budgeting to rebidding all of its contracts and services. As more pressing day-to-day tasks and operational matters came across his desk, the task of rebidding contracts seemed to be falling down the pecking order like the stock market after an interest rate hike.

09.05.19
Consultant/OCIO/Discretionary
Midwest Health Plan Renews Consultant Contract

A Midwestern health plan has renewed an actuarial and consultant services contract with its incumbent provider.

09.05.19
Domestic Equity Real Estate Private Equity
SoCal Nonprofit Stops Search For Consultant For Private RE Equity Fund

A Southern California nonprofit has stopped its search for one or more consultants to serve as fund managers for a private real estate equity fund it was looking to raise.

09.05.19
Consultant/OCIO/Discretionary
Texas College Retains Investment Advisor

A Texas-based college retained its investment advisor for its operating funds portfolio earlier this year.

09.05.19
Searches And Hires
Kentucky Plan Looks to Hire Consultant Firm

A plan in Kentucky is looking to hire a consultant firm to explore bond issuance and other options to pay off pension liabilities.

09.05.19
Consultant/OCIO/Discretionary
Illinois College Extends Consultant Contract

A plan in Illinois has approved a contract extension with a firm during a recent board meeting.

09.05.19
Consultant/OCIO/Discretionary
Mid-Atlantic County Plans Conclude Consultant Search

A Mid-Atlantic county has concluded its general investment consultant search on behalf of its various pension plans.

09.03.19
Real Estate Searches And Hires Consultant/OCIO/Discretionary
Pacific Northwest Plan Posts Real Estate Consultant RFP

A state pension fund in the Pacific Northwest has begun a real estate consultant search

09.03.19
Consultant/OCIO/Discretionary
New England Plan Issues ESG Consultant RFP

A New England pension plan is seeking an ESG consultant.

09.03.19
Consultant/OCIO/Discretionary
Texas Employees Plan Posts Private Equity Consultant Search

A Texas-based plan has issued its RFP for private equity consulting services.

09.03.19