Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest College Renews Investment Consultant Contract

The college renewed its contract with its investment consultant for a one-year term beginning on July 1.

07.06.23
Consultant/OCIO/Discretionary
Northeast City Begins Investment Advisor Search

The contract of the city’s current investment advisor is set to expire.

07.05.23
Consultant/OCIO/Discretionary
Michigan Pension Plan Narrows Consultant Search

Plan will hear presentations from four general investment consultant firms at its meeting next month.

06.28.23
Asset Study/Review
Midwest Foundation Revises A/A Toward U.S., Developed Markets Equity; Retains Outsourced CIO

The foundation recently revised the target asset allocation for its investment portfolio, shifting it toward domestic and developed market equities at the expense of emerging market stocks, and retained its outsourced cio provider.

06.28.23
Consultant/OCIO/Discretionary
Texas County Posts Retirement Plan Advisor RFQ

The county is seeking retirement plan consultant and investment advisor services.

06.27.23
Consultant/OCIO/Discretionary
New England Pension Plan Seeking Investment Consulting Services

The firm will provide monitoring and evaluation of the plan’s discretionary investment manager.

06.22.23
Consultant/OCIO/Discretionary
Southern City DC Plans Seeking Consultant

The consultant will advise a deferred compensation board created by city council last year.

06.21.23
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is conducting a search for non-discretionary and discretionary services after launching a similar search in 2021.

06.21.23
Consultant/OCIO/Discretionary
Northeast Pension System Hires New General Consultant

The retirement system approved an emergency procurement for a general investment consultant in November.

06.21.23
Multi-Asset/Investment Advisor
Alabama Pension Posts Investment Mgmt. RFP

The Southern pension plan last conducted a search for the services in 2019.

06.20.23