Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Foundation Selects OCIO

A Chicago-based foundation has hired an outsourced cio provider to replace its former traditional consultant for its investment portfolio.

06.26.25
Consultant/OCIO/Discretionary
Calif. County 457 Plan Issues Consultant RFP

The search is due to the upcoming contract expiration of incumbent Northwest Capital Management.

06.26.25
Consultant/OCIO/Discretionary
Midwest College Rehires Consultant

A college based in the Midwest has approved a new contract with its incumbent investment consultant.

06.26.25
Consultant/OCIO/Discretionary
Southern College Issues RFP

A college based in a Southern state is looking to hire an investment consultant for its portfolio.

06.26.25
Consultant/OCIO/Discretionary
Midwest Development Agency Selects Advisory Firm

A Midwest economic development agency has selected a non-discretionary investment advisor after launching a search earlier this year.

06.26.25
Searches And Hires
British Plan Issues Consultant RFP

A nonprofit based in London has issued an RFP for one or two investment consultants for its traditional investment portfolio and socially responsible investment portfolio.

06.25.25
Consultant/OCIO/Discretionary
Southeast DC Plans Rehire Consultant

The city has rehired its investment consultant on behalf of its $115.3 million 401(a), $66.7 million 457(b), $33.8 million OPEB and $388,760 Retirement Health Savings plans.

06.25.25
Non-U.S. & Global Equity
West Coast County Pension Makes Global Equity Hire

The hire concludes a shortlist search that resulted from a global equity restructuring last month.

06.20.25
Consultant/OCIO/Discretionary
West Coast Plan Hires OCIO

A foundation affiliated with a university on the West Coast has hired an outsourced cio provider, replacing its traditional investment consultant.

06.18.25
Surveys/Studies
Keeping Things Simple: Institutions Should Reconsider Dual OCIO Model

A new paper highlights how a dual outsourced model introduces challenges in governance, operations and portfolio management that most institutions are not equipped to control.

06.18.25