Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern University Foundation Launches Discretionary Advisor Search

A university foundation in the South has launched its search for an outsourced cio for its endowment as it has been five years since it conducted an RFP process for the services.

08.18.21
Consultant/OCIO/Discretionary
Texas Plan Works Out New Consultant Relationships

Plan hired a new general investment consultant and consolidated its alternatives consultant relationships with a single firm as the result of a search conducted in the first half of the year.

08.18.21
Consultant/OCIO/Discretionary
Michigan Authority Seeking 457 Plan Consultant

Authority is seeking a consultant on behalf of its 457(b) and 401(a) plans.

08.17.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Consultant RFP

Plan has issued its RFP following investment committee approval earlier this month.

08.17.21
Consultant/OCIO/Discretionary
North Central Plan Slates Consultant Selection, Private Markets Commitments

Plan will retain its existing investment consultants as the result of a search launched last quarter.

08.16.21
Alternatives
California Plan Slates Private Markets Advisor Interviews, Decision

Plan will recommend a single firm for hire next month following semifinalist interviews scheduled for this week.

08.16.21
Consultant/OCIO/Discretionary
Western University Foundation Slates Consultant RFP

A university foundation in the West expects to issue its RFP for an investment consultant for its endowment this week due to the impending contract expiration of its incumbent provider.

08.12.21
Consultant/OCIO/Discretionary
Southern University Foundation To Search For Discretionary Advisor

Southern University Foundation is expected to launch a search for a discretionary investment advisor to manage its investment portfolio this week.

08.12.21
Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Retains Discretionary Advisor Following Search

A community foundation in the Mid-Atlantic region retained its discretionary investment advisor earlier this year following a search from 2020 to evaluate the marketplace.

08.12.21
People
Outsourced CIO Adds Investment Ops Director From Northeast Foundation

An outsourced cio has hired a director of investment operations to oversee all investment administration related functions, including performance reporting, operational due diligence and client onboarding.

08.12.21