Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Plan Hires New Consultant

A plan in New England hired a new general investment consultant in June.

07.25.19
Consultant/OCIO/Discretionary
Texas Foundation Hires Discretionary Investment Advisor

Two Texas-based foundations recently hired a new firm to serve as its discretionary investment advisor.

07.25.19
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Northeast Housing Authority Seeks Firm To Handle Endowment Portfolio 

A Connecticut-based authority has issued an RFP for a firm to oversee and manage its approximately $2 million endowment.

07.25.19
Searches And Hires Consultant/OCIO/Discretionary
Texas University Searches For Investment Consultant

A Texas-based university has issued an RFP seeking an investment consultant for its endowment and intermediate pool.

07.25.19
Asset Study/Review Consultant/OCIO/Discretionary
California Foundation Hires New Investment Consultant

A California-based foundation hired a new investment consultant to oversee its approximately $15 million investment portfolio earlier this year.

07.25.19
Administrator/Record Keeper Consultant/OCIO/Discretionary Deferred Compensation
Florida City Seeks Consultant To Assist With Administrator Search

A Florida city is seeking a consultant to assist with a plan administrator search for its deferred compensation plan.

07.24.19
Consultant/OCIO/Discretionary
Southwest Plan Concludes Investment Consultant Search

A pension plan in the Southwest has hired a new general investment consultant.

07.24.19
Domestic Equity Small-Cap Consultant/OCIO/Discretionary
New England Airport Authority Seeking Investment Consultant

An airport authority in New England has issued an RFP seeking investment consulting services.

07.24.19
Searches And Hires
Florida Pension Fund Sets Investment Consultant Release Date

A large city pension fund in Florida will issue an investment consultant RFP at the end of the month.

07.22.19
Consultant/OCIO/Discretionary Deferred Compensation
West Coast County Rehires DC Plan Investment Consultant

A West Coast County has rehired NFP to provide investment consulting services for its four retirement plans.

07.22.19