Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern City DC Plan Taps Investment Consultant

The deferred compensation plan received a total of six proposals in its investment consultant search.

03.22.24
Consultant/OCIO/Discretionary
Northeast Deferred Comp Plan Slates Consultant RFP

The plan was set to vote on its final contract extension with its incumbent consultant this month.

03.22.24
Consultant/OCIO/Discretionary
Housing Authority Posts Investment Advisor, Retirement Plan Services RFPs

Authority has issued RFPs for both retirement plan investment advisory services and retirement plan services on behalf of its roughly $29.5 million in assets.

03.21.24
Consultant/OCIO/Discretionary
Southern University Rehires Investment Consultant

The university rehired its investment consultant for its long-term and cash pools following the issuance of an RFP in the fourth quarter for standard due diligence purposes

03.20.24
People Moves
Investment Consulting & Outsourced CIO Firm Hires Senior Consultant

The firm has hired a senior investment consultant from another investment consulting firm to work with nonprofit clients.

03.20.24
Consultant/OCIO/Discretionary
West Coast State Fund Launches Investment Consultant Search

The state fund-of-funds has issued an RFP seeking an investment consultant due to the upcoming contract expiration of its incumbent provider, which is eligible to rebid.

03.20.24
Consultant/OCIO/Discretionary
Western Fund To Conduct Consultant Search Next Year

The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.

03.20.24
Consultant/OCIO/Discretionary
Texas Pension Plan Hires New Consultant

The pension fund hired a new consultant last month after finalist interviews held in January.

03.19.24
Consultant/OCIO/Discretionary
Northeast Town Nears OCIO Hire

The new outsourced cio will handle the town’s pension and OPEB trust.

03.18.24
Consultant/OCIO/Discretionary
Midwest Pension Board Posts Performance Consultant RFP

The search is being conducted as part of a previously approved investment consultant strategy.

03.15.24