Consultant/OCIO/Discretionary

Trends
Q4 2025: OCIOs Can Swiftly Execute & Advise Institutions In Today’s Market

Outsourced cios can use their expertise to both execute and advise institutions in a quick and efficient manner in today’s complex investment environment, industry professionals find.

02.10.26
Consultant/OCIO/Discretionary
Western Higher Education Foundation Issues Investment Mgmt. RFP

The foundation is seeking a firm to provide discretionary investment management and strategic guidance for its portfolio, which includes endowed, non-endowed reserves and scholarship funds.

02.06.26
Consultant/OCIO/Discretionary
Northeast Pension Begins Investment Consultant Search

The retirement system most recently rehired its incumbent general investment consultant in 2019.

02.05.26
MRI/Social Investments
College Savings Plan Eyes Consultant To Evaluate Values-Aligned Investment Options

The college savings program is seeking investment consultants to assist with evaluating faith-based or values-aligned investment options for its investment portfolio.

02.04.26
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeks Outsourced CIO

The foundation has launched a search for an outsourced cio to manage its portfolio for standard due diligence purposes.

02.04.26
Consultant/OCIO/Discretionary
Southeast Pension Plans Name Consultant Finalists

The plans named three finalists in their joint RFQ seeking general investment consulting services for public markets yesterday.

02.04.26
Consultant/OCIO/Discretionary
Michigan Pension Posts Discretionary Advisory RFP

The retirement system and OPEB trust have worked with the incumbent provider since 2014.

02.02.26
MRI/Social Investments
Mid-Atlantic CDFI Seeks Impact Consultant

The community development financial institution is seeking a social impact consultant to facilitate data and frameworks for its investments in small businesses.

02.02.26
Consultant/OCIO/Discretionary
CalSTRS To Discuss Private Equity Consultant RFP

The search is due to the upcoming contract expiration of Meketa Investment Group.

01.28.26
Consultant/OCIO/Discretionary
Northeast Pension Begins Investment Consultant Search

The retirement system’s incumbent consultant was last rehired in 2019 after a similar search.

01.28.26