Multi-Asset/Investment Advisor

Consultant/OCIO/Discretionary
Mercer Completes Acquisition of Vanguard Outsourced CIO Business

The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.

03.15.24
Multi-Asset/Investment Advisor
Northeast Pensions Hire New Investment Advisor

The plans launched a search last year after news that its incumbent was being acquired.

03.14.24
Multi-Asset/Investment Advisor
Canadian Foundation Hires New Investment Manager

The hire follows a search launched last year as part of its strategy to review and assess the management of its portfolio every five years.

03.13.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Searching For Investment Manager

The college is searching for an investment manager to serve as a fiduciary and support its investment strategy.

03.13.24
Multi-Asset/Investment Advisor
State Commission Seeks Actuarial & Investment Consulting Services For 529 Plan

The institution is looking for a firm to conduct a third-party assessment of the appropriateness and use of a risk-based capital model adopted by the 529 plan.

03.13.24
Multi-Asset/Investment Advisor
Western County Seeking Investment Advisory Services

The county is looking for a firm to supplement its treasury staff with management of approximately $2 billion.

03.12.24
Multi-Asset/Investment Advisor
Calif. City Rehires Investment Advisor

The city launched an investment advisor search in November.

03.08.24
Multi-Asset/Investment Advisor
Northeast Insurance Fund Issues Investment Manager RFP

The fund is looking to hire one firm to handle its approximately $841 million insurance program.

03.06.24
Multi-Asset/Investment Advisor
Calif. County Posts Investment Advisor RFP

The plan conducted a similar search for the services in 2017.

03.04.24
Multi-Asset/Investment Advisor
Northeast Pension Posts Investment Advisor RFP

The plan is seeking a firm to provide investment advisory, custody and pension payment services.

02.28.24