Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Investment Consultant Absorbs Southern Wealth Manager

The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.

04.03.24
Consultant/OCIO/Discretionary
West Coast Foundation Rehires Outsourced CIO Following RFI Process

The foundation has rehired its incumbent outsourced cio following an invitation-only RFI process to determine whether it should be put services out for bid.

04.03.24
Consultant/OCIO/Discretionary
Northeast Pension Begins General Investment Consultant Search

The search is required per state regulatory requirements.

04.03.24
Consultant/OCIO/Discretionary
West Coast City Retains Consultant

The commission received two proposals in response to an investment consultant RFP issued in August.

04.02.24
Non-U.S. & Global Equity
Texas Pension Axes Emerging Markets Equity Allocation

The retirement system eliminated its 6% target to the asset class this week.

03.28.24
Consultant/OCIO/Discretionary
Pacific Northwest Pension Narrows Consultant Search

The plan named four general investment consultant semifinalists at today’s investment committee meeting.

03.28.24
Consultant/OCIO/Discretionary
Investment Veteran Launches Management Consulting And Capital Placement Firm

A veteran within the investment consultant space has started an advisory firm to assist investment managers that offer private markets strategies.

03.28.24
Consultant/OCIO/Discretionary
Midwest Board Taps New Consultant

The new consultant will advise the board on asset allocation and provide performance analysis.

03.26.24
Consultant/OCIO/Discretionary
Texas Deferred Comp Plan Seeking Consultant

The plan has begun a request for services for a consultant.

03.25.24
Consultant/OCIO/Discretionary
Northwest Savings Plan Issues Investment Consultant RFP

The current consultant’s contract is set to expire later this year.

03.25.24