Consultant/OCIO/Discretionary
A wealth and investment advisory firm has agreed to acquire an investment consultancy firm to expand its West Coast client base.
The college savings plan is seeking an investment consultant to advise on evaluating its current and prospective investment options as well as on how to expand its offerings to investors.
The consulting firm named a new global cio to lead its investment capabilities from research to investment solutions and performance across traditional and alternative asset classes.
The retirement system moved to a new general investment consultant in the first quarter after cutting ties with its incumbent after roughly 15 years.
The retirement system is also slated to vote on its general investment consultant search next month.
The search comes ahead of the contract expiration of its longtime incumbent.
The pension trust is targeting the RFP’s release for early summer.
The incumbent submitted the sole response to an RFQ issued in January.
The state agency is seeking a consultant to advise and manage investments related to its conservatorship program, which provides fiduciary services to manage assets on behalf of veterans.
The state’s treasurer’s office is seeking an investment consultant focused on sustainability practices to advise its combined portfolio totaling nearly $70 billion.
