Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Town Posts Investment Advisor RFP

Town is seeking investment advisory services for its police and fire pension and OPEB funds.

04.03.25
Consultant/OCIO/Discretionary
Northwest Pension Slates Consultant RFP

The retirement system expects to issue a general investment consultant RFP later this month.

04.03.25
Trends
On The Verge: Outsourced CIO Verger Sees Surprises, Volatility In Store For Markets In Current Environment

Reporter Nancy Vailakis had the opportunity to have a conversation with Verger CIO Craig Thomas, who oversees all aspects of Verger’s investment process.

04.03.25
Industry News
Consultant Unveils Online Investment Analytics Platform

The firm has launched a new online investment analytics platform available for institutional investor clients as well as non-clients.

04.02.25
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