Consultant/OCIO/Discretionary
A pension plan in the Midwest has issued a pair of RFPs in search of consultant services.
A plan in the Northeast has issued an RFP seeking private equity consultants.
A Texas-based plan has assigned its consulting services to a new firm.
A California university has issued RFPs seeking fixed-income managers for its liquidity and intermediate duration portfolios and a consultant for its 403(b) Supplemental Retirement Plan.
A Washington foundation rehired an investment manager and hired a new investment manager for its endowment in the second quarter.
A Northeast university system is seeking a firm to advise on real estate matters, including long-term residential and commercial ground leases on an “on-call” basis.
The Montana University System has hired a consultant to advise on various operational issues for its 529 plan.
A pair of Arizona trust funds have rehired their investment consultant.
An airport authority has concluded an investment consultant search for its retirement plans.
Plan continues to conduct due diligence on European and Asia/Pacific advisors.