Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Pa. Public School Quiet On General Consultant Relationship

The plan is declining to comment on its relationship with its general investment consultant following release of an internal investigation report this week.

02.03.22
People Moves
Aksia Snags Former Colo. Investment Officer

He will join Aksia’s portfolio advisory group.

02.03.22
Industry News
OCIO Services Rapidly Gathering Assets: Report

Hiring an outsourced cio today is easier than in the past, when most outsourced cio arrangements were the product of board member relationships rather than an organized search process.

02.03.22
Consultant/OCIO/Discretionary
New England School District Seeking Evaluation Consultant

A New England school district is searching for a firm to conduct performance evaluations of its investment managers.

02.02.22
Consultant/OCIO/Discretionary
New England Plan Rehires OCIO

The plan rehired its outsourced cio, which will target additional real estate and private equity investments this year.

02.02.22
Consultant/OCIO/Discretionary
Northeast Plan Begins Consultant Search

The plan last conducted a consultant search in 2018 that resulted in rehiring its incumbent.

02.02.22
Consultant/OCIO/Discretionary
Windy City Plan Posts Consultant RFP

Plan approved the RFP for general investment consulting services at a board meeting last week.

02.01.22
Consultant/OCIO/Discretionary
Great Lakes Plan Seeking Project Consultant

Plan is seeking an investment consultant to assess its investment program.

02.01.22
Consultant/OCIO/Discretionary
Midwest City Taps Defined Contribution Program Consultant

The plan hired a consultant for its employee defined contribution retirement program last week, which was previously overseen by the city itself.

02.01.22
Consultant/OCIO/Discretionary
Rocky Mountain Board Not Pursuing OCIO Services For DC Plans

A Rocky Mountain board will not pursue outsourced cio services for its defined contribution plans following the issuance of an RFI.

01.31.22