Consultant/OCIO/Discretionary

Fixed-Income
Southeast Plan Approves Short-Duration FI Search, RE Commitment

The plan approved criteria for its short-duration fixed-income manager search and made an opportunistic real estate commitment for pacing purposes last week.

03.06.23
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Search

The plan will issue an RFP later this year after working with its incumbent since 2011.

03.06.23
Consultant/OCIO/Discretionary
Mid-Atlantic State Treasury Issues Consultant RFP

The Treasury is seeking a firm to assist investment staff in managing its $37.7 billion investment portfolios.

03.03.23
Consultant/OCIO/Discretionary
Northeast School District Seeking Investment Consulting Services

The district is seeking the services for approximately $80 million to $100 million in operating and capital funds.

03.02.23
Consultant/OCIO/Discretionary
Southern Board To Conduct Investment Consultant Search

The board approved conducting a search for an investment consultant for its more than $2 billion in assets at its meeting in early February.

03.02.23
Consultant/OCIO/Discretionary
Midwest Foundation Wraps Up Search, Selects New Consultant

The foundation has selected a firm to provide non-discretionary investment consultant services for its portfolio following an RFI process launched in the second quarter.

03.02.23
Consultant/OCIO/Discretionary
West Coast University Launches Climate-Related Portfolio Reporting Consultant Search

The university has issued an RFP seeking specialized services related to reporting and communication of climate-related disclosures for its endowment and operating pools for an inaugural report.

03.02.23
Consultant/OCIO/Discretionary
Alabama Plan Wraps Up Consultant Search

The plan rehired its incumbent general investment consultant following finalist interviews held on Monday.

03.01.23
Consultant/OCIO/Discretionary
New England Plan Retains Investment Consultant

The plan has worked with its incumbent general investment consultant since 2008.

02.24.23
Consultant/OCIO/Discretionary
Rocky Mountain Plan To Issue Consultant RFP

The plan expects to complete the invitation-only RFP process by the end of the third quarter.

02.24.23