Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Plan Begins MoM/Outsourced CIO Search

The plan last conducted a similar search in 2015.

06.09.22
Fixed-Income
New England Approves Core Fixed-Income Hires

The four new firms help make up the plan’s new $5.2 billion fixed-income structure.

06.08.22
High-Yield
New England Plan Concludes HY Bond, General Consultant Searches

The plan hired all incumbents in its high-yield fixed-income and general investment consultant searches.

06.08.22
Consultant/OCIO/Discretionary
Midwest Treasurer Posts Investment Consultant RFP

Consulting firm would oversee the state’s Secure Choice Savings investment program.

06.06.22
Consultant/OCIO/Discretionary
West Coast Plan Finalizes Credit Consultant Search Requirements

Search is for a consultant to oversee a 2% portfolio to private credit approved in August 2020.

06.03.22
Consultant/OCIO/Discretionary
Southeast State Plan Taps New General Consultant

The plan hired Verus as its new general investment consultant at a meeting today.

06.02.22
Consultant/OCIO/Discretionary
Northwest State Plan Mulling Tangible Assets Consultant Rehires

Plan’s incumbent tangible assets consultants were the only respondents to an RFQQ issued in February.

06.02.22
Consultant/OCIO/Discretionary
Southeast F&P Plan Issues Consultant RFP

The retirement system has issued an RFP seeking general investment consulting services.

06.02.22
People Moves
Sarofim Founder, Chairman & Co-CIO Dies

His son will succeed him as chairman.

06.02.22
People Moves
Callan Snags Segal Marco V.P.

He will serve as a general investment consultant advising institutional investor plan clients.

06.02.22