Consultant/OCIO/Discretionary

Fixed-Income
Midwest Plan To Consider Bond Mgr. Hires; Axes Risk Parity

The plan will consider active core and core-plus fixed-income manager hires in May as a result of a new asset allocation that also eliminated its 2.5% risk parity target yesterday.

02.03.23
Consultant/OCIO/Discretionary
West Coast Plan Retains Real Estate Consultant

The plan rehired its real estate consultant at a board meeting last week.

02.03.23
Consultant/OCIO/Discretionary
Southern Plan Taps Consultant Finalists

The plan will hear presentations from three consulting firms, including its incumbent, next month before making a selection.

02.02.23
Consultant/OCIO/Discretionary
New England Plan Issues MoM/OCIO RFP

The search is due to the upcoming contract expiration of its incumbent.

02.02.23
Multi-Asset/Investment Advisor
Texas Authority Posts Investment Advisor RFP

Authority is seeking investment consulting and advisory services for its $1.2 billion in operating and bond portfolio assets.

02.02.23
Consultant/OCIO/Discretionary
Western Trust Fund Reissues Investment Consultant RFP

The fund has reissued its RFP seeking a non-discretionary investment consultant to oversee its trust fund after canceling the search process in the fourth quarter for undisclosed reasons.

02.02.23
People Moves
Investment Consultant Searching For CEO As Former Executive Transitions To Chair

The Chicago-based investment consulting firm is searching for a ceo as its previous head executive will transition to a new role as chair of the firm.

02.02.23
People Moves
Investment Advisor Names OCIO Practice Head

The firm has named a head of its institutional outsourced cio practice, which is housed within a wholly owned subsidiary, to unify several legacy offerings and develop new strategies to solve client needs.

02.02.23
Consultant/OCIO/Discretionary
Midwest Nonprofit Hires Outsourced CIO

The institution hired an outsourced cio to oversee its portfolio following a search from last year for standard due diligence and the restructuring of its former investment consultant.

02.02.23
Consultant/OCIO/Discretionary
Western State Plan Concludes PE Consultant Search

The plan rehired its incumbent private equity consultant last month.

02.01.23