Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. County 457 To Issue Consultant RFP

The plan will issue an RFP due to the upcoming contract expiration of incumbent Northwest Capital Management.

04.11.25
Consultant/OCIO/Discretionary
Colo. Housing Authority Seeking Investment Advisory Services

The authority is seeking an investment advisor for its retirement plan.

04.10.25
Consultant/OCIO/Discretionary
Western University Foundation Issues Investment Consultant RFP

The university is seeking a firm to provide non-discretionary investment consulting services for its portfolio likely due to the impending contract expiration of its incumbent provider, which was first hired following a search process from 2018.

04.10.25
Private Equity
Outsourced CIO Closes Independent Sponsors Strategy

The firm has closed its inaugural independent sponsor private equity strategy above its $400 million fundraising target.

04.09.25
Consultant/OCIO/Discretionary
Mid-Atlantic 529 Plan Issues Consultant RFP

The plan has launched its search for an investment consultant due to the impending contract expiration of its incumbent on June 30.

04.09.25
Consultant/OCIO/Discretionary
Northeast State Pension Posts RE, Timberland Consultant RFP

The current providers will see their contracts expire at the end of this year.

04.08.25
Consultant/OCIO/Discretionary
Northeast Pension Begins Investment Consultant Search

The plan is issuing an RFP as required by state regulations.

04.08.25
Consultant/OCIO/Discretionary
Virginia Pension Slates Consultant RFI

Windmark Investment Partners currently provides general investment consulting services for the retirement system.

04.07.25
Consultant/OCIO/Discretionary
Northeast Pension Issues Investment Consultant RFP

The retirement fund is seeking a firm to provide objective third-party advice for its retirement fund assets.

04.07.25
Consultant/OCIO/Discretionary
Northeast Pensions Hire New Consultants

The pension plans launched a search last May for due diligence purposes.

04.04.25