Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Verus Loses MD, Senior Consultant

The outgoing managing director was first hired in February 2020.

07.16.21
Consultant/OCIO/Discretionary
Rocky Mountain Plan Posts Investment Consultant RFP

The plan posted an RFP for general investment consulting services yesterday.

07.16.21
Consultant/OCIO/Discretionary
Calif. Plan Issues RE Consultant RFP

The plan issued a real estate consultant RFP yesterday as part of normal business practices.

07.15.21
Searches
Mid-Atlantic Organization Seeks Discretionary Investment Advisory Services

A nonprofit organization in the Mid-Atlantic region has issued an RFP seeking an outsourced cio to provide investment advisory, management and reporting services for its portfolio.

07.15.21
Industry News
DuPont Sustainable Solutions Acquires ESG Consultant

Operations management consulting provider Dupont Sustainable Solutions acquired an ESG consultant that helps investors, corporations and non-governmental organizations, including nonprofits and foundations, integrate material ESG issues into corporate and investment strategies.

07.15.21
Consultant/OCIO/Discretionary
Southern City Plan Begins Investment Consultant Search

The plan’s incumbent consultant was first hired 11 years ago.

07.13.21
Consultant/OCIO/Discretionary
Provincial Plan Seeking Investment Consultant

The plan is searching for a firm to provide monitoring, reviews and manager searches.

07.09.21
Consultant/OCIO/Discretionary
New England Plan Reissues Outsourced CIO RFP

The previous winner’s hire was negated by the state agency.

07.08.21
Consultant/OCIO/Discretionary
Southern College Interviewing Consultant Finalists

A college in the South will interview three undisclosed finalists in its search for an investment consultant for its endowment and operating funds today.

07.08.21
Searches
Midwest Community College Issues Investment Advisory RFP

A community college based in the Midwest has issued an RFP seeking a firm to provide discretionary or non-discretionary investment advisory services.

07.08.21