Consultant/OCIO/Discretionary

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

Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.

06.29.22
Consultant/OCIO/Discretionary
Northeast Plan Reissues Private Markets Consultant RFP

Plan has to reissued an RFP for private markets consulting and back-office services in anticipation of a September contract expiration with its incumbent.

06.27.22
Consultant/OCIO/Discretionary
Southeast County Seeks DC Plan Consultant

County is searching for a firm to help find a service provider for two deferred compensation plans.

06.27.22
Consultant/OCIO/Discretionary
Washington D.C. Nonprofit Selects OCIOs

The nonprofit hired two firms as partner outsourced cios following an invitation-only RFP process last year.

06.23.22
Consultant/OCIO/Discretionary
Southeast City Taps New DC Plan Consultant

The city hired CAPTRUST Financial Advisors as its new consultant this month.

06.22.22
People Moves
Hamilton Lane Names Digital Assets Head

He will develop and oversee the firm’s digital asset strategy.

06.22.22
Consultant/OCIO/Discretionary
Midwest College Savings Plan Rehires Investment Consultant

The 529 program has renewed the contract with its incumbent consultant.

06.21.22
Consultant/OCIO/Discretionary
Midwest County Retains Consultant

County will stick with the incumbent after receiving five proposals in response to an RFP for its 457(b) and 403(b) deferred compensation plans.

06.17.22
Consultant/OCIO/Discretionary
Mid-Atlantic State Plan Seeks Help With Russia Divestment Efforts

The state passed legislation that requires Russian divestments.

06.16.22
People Moves
Marquette Adds Three Performance Analysts

The new analysts are responsible for performance calculations and client analysis.

06.16.22