Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant RFP

Plan is seeking general investment consulting services due to the impending contract expiration of its incumbent.

01.13.23
Consultant/OCIO/Discretionary
Northeast Authority Hires Investment Advisors

The authority hired two investment advisors following an RFP search process.

01.13.23
Consultant/OCIO/Discretionary
Northeast Retiree Medical Trust Launches Consultant Search

The plan has begun a search for an investment consultant after last conducting a search in 2018.

01.12.23
Industry News
Commonfund Renaming Outsourced CIO, Private Equity Businesses

Commonfund will rename its two core businesses effective Feb. 1 to enhance clarity while supporting continued growth.

01.12.23
Consultant/OCIO/Discretionary
Southwest Foundation Hires Outsourced CIO

The foundation has hired an outsourced cio following a search for due diligence purposes from last year.

01.11.23
Fixed-Income
New England Plan Concludes Short-Term Bond, Consultant Searches

The plan hired a short-term bond manager and retained its general investment consultant.

01.09.23
Consultant/OCIO/Discretionary
Michigan Plan Launches Consultant Search

Plan has worked with its incumbent consultant since 2013.

01.04.23
Consultant/OCIO/Discretionary
Northwest Utility District Deferred Comp Posts Consultant RFP

The district is seeking consulting and advisory services for its deferred compensation committee.

01.04.23
Consultant/OCIO/Discretionary
New England Plan Seeking OCIO

The incumbent outsourced cio was first hired in 2017.

01.04.23
Consultant/OCIO/Discretionary
Mid-Atlantic Community College Foundation Hires Consultant

The foundation hired an investment consultant over two other finalists based on its team management approach, experience/expertise with similar sized endowments and price following the issuance of an RFP in the first quarter of 2022.

01.04.23