Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest County Seeks Consultant

County is searching for a consultant for its 457(b) and 403(b) deferred compensation plans.

03.17.22
Consultant/OCIO/Discretionary
Foundation Seeking DEI-Focused Consultants, OCIOs & Hybrid-Discretionary Managers

The foundation has issued an open-invitation RFI after finding a “disappointing lack of diversity” in its initial research into firms.

03.17.22
Industry News
Callan Launches Diversity, Equity & Belonging Initiative

The new initiative includes a five-part strategy that includes education, recruitment, mentoring and training, retention and community engagement.

03.15.22
Consultant/OCIO/Discretionary
Mid-Atlantic DC Plan Rehires Consultant

The plan has rehired its incumbent to provide investment management and consulting services.

03.15.22
Consultant/OCIO/Discretionary
Michigan Plan Slates Consultant Search

Plan agreed to move ahead with an RFP for general investment consultant services as well as split a $50 million core real estate allocation between two firms at its Feb. 17 board meeting.

03.15.22
Consultant/OCIO/Discretionary
Southeast Plan Rehires Consultant

The plan opted to retain its incumbent consultant following a search launched in November.

03.15.22
People Moves
Southeastern Advisory Managing Principal Retires

A managing director was hired in October to assume day-to-day management responsibilities.

03.14.22
Daily Feed
Southern Plan To Begin Project Consultant Search

The plan will seek a firm to review its investment practices and administration.

03.11.22
Consultant/OCIO/Discretionary
Midwest Plans Retain Consultant

The plans initially hired the firm in 2014.

03.11.22
Consultant/OCIO/Discretionary
Southern State 457 Launches Consultant Search

The plan is searching for a firm to provide consulting services for its $4 billion portfolio.

03.10.22