Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Colo. County Eyes Outsourced CIO Hire

The county terminated its outsourced cio yesterday due to underperformance.

04.01.25
Consultant/OCIO/Discretionary
Northwest Pension To Launch Consultant Search

The retirement system’s existing consultant will see its contract expire on Dec. 31.

03.28.25
Consultant/OCIO/Discretionary
Southeast Insurance Company Rehires Consultant

The company issued an ITN seeking financial advisory and investment consultant services in January.

03.27.25
Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Hires New Outsourced CIO

The new outsourced cio to provide an additional layer of investment expertise and decision-making following an RFP process issued for best practices.

03.26.25
Consultant/OCIO/Discretionary
OCIO Solutions Provider Builds New Framework For Fee, Investment Performance Evaluations

An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.

03.26.25
Consultant/OCIO/Discretionary
Southern City Pension Issues General Investment Consultant RFP

The search is being conducted as part of a normal due diligence process.

03.26.25
Consultant/OCIO/Discretionary
Midwest Transportation Corp. Seeking Consultant

The plan is seeking an investment consultant after last conducting a search for the services in 2019.

03.26.25
Consultant/OCIO/Discretionary
West Coast College Foundation Slates Outsourced CIO Search

The foundation expects to approve an RFP seeking an outsourced cio to manage its endowment next month.

03.26.25
Consultant/OCIO/Discretionary
Texas Pension Taps New Consultants

The plan voted to hire new general investment and alternatives consultants at last week’s board meeting.

03.26.25
Consultant/OCIO/Discretionary
Texas Authority Seeking Retirement Plan Consultant

The authority is searching for a retirement plan consultant to perform investment practices and performance evaluation.

03.25.25