Consultant/OCIO/Discretionary

People Moves
Callan Consultant Departs

The senior v.p. and consultant in the Denver office departed the firm last month to take time off to spend with family.

06.24.26
Consultant/OCIO/Discretionary
Rocky Mountain Pension Posts Consultant RFP

The plan hired a new consultant following its RFP for the services conducted in 2021.

06.24.26
Consultant/OCIO/Discretionary
Midwest State Seeks Advisor For Venture Fund

The state agency is seeking a firm to provide consulting and advisory services for its venture fund targeting small businesses or entrepreneurs across the state.

06.24.26
Consultant/OCIO/Discretionary
Southern Tribe Seeks Consultant For Retirement Programs

The tribe has issued an RFP seeking firms to provide fiduciary consulting services for the employee 401k plan administration.

06.24.26
Consultant/OCIO/Discretionary
West Coast 457 Plans Seeking Consulting Services

The city has issued an RFP seeking advisory and consulting services on behalf of its retirement plans.

06.23.26
Passive Equity
Midwest Pension Launches Int’l Index, Consultant RFPs

The retirement fund was scheduled to review its international equity portfolio and a consultant RFP at this week’s board meeting.

06.18.26
Consultant/OCIO/Discretionary
Western College Savings Plan Prepares To Search For Consultant

The college savings program expects to launch a search for consultants to assist with evaluating faith-based or values-aligned investment options within its portfolios.

06.17.26
Consultant/OCIO/Discretionary
Northeast Pension Retains Consultant

The plan also approved $25 billion in passive investments with a firm as well as private equity commitments at today’s meeting.

06.17.26
Consultant/OCIO/Discretionary
Texas City Launches Investment Consultant Search

The city issued a similar RFP in 2024.

06.16.26
Consultant/OCIO/Discretionary
Northeast Pension Approves Risk Diversifiers Consultant Hire

The state pension fund approved the hire at today’s board meeting, expanding its existing agreement with its alternatives investment consultant.

06.11.26