Consultant/OCIO/Discretionary
The plan will launch a search process for investment consulting services ahead of its incumbent’s contract expiration.
Senior V.P. Uvan Tseng was promoted to head of Callan’s West Coast consulting team in May after first joining the firm in 2008 as an investment consultant. He took the time to answer 5 questions with FIN News.
The city rehired its incumbent following a similar search in 2022.
The retirement board voted to retain the incumbent today after tabling a decision over the past two meetings.
A Chicago-based foundation has hired an outsourced cio provider to replace its former traditional consultant for its investment portfolio.
The search is due to the upcoming contract expiration of incumbent Northwest Capital Management.
A college based in the Midwest has approved a new contract with its incumbent investment consultant.
A college based in a Southern state is looking to hire an investment consultant for its portfolio.
A Midwest economic development agency has selected a non-discretionary investment advisor after launching a search earlier this year.
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.