Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern University Foundation Hires New Consultant

New investment consultant hire comes out of a late 2021 search for standard due diligence purposes.

06.16.22
Consultant/OCIO/Discretionary
Canadian Government Agency Hires Outsourced CIO

The agency hired an outsourced cio to provide investment management, operations, asset allocation strategy, client service and reporting services for more than $1 billion of its assets.

06.16.22
Consultant/OCIO/Discretionary
N. Dakota System Renews Investment Consultant, Record Keeper Contracts

System initially hired Callan as general investment consultant for its defined contribution plans in December 2020 and last renewed its record keeping contract earlier that year.

06.14.22
Credit/Private Debt
Calif. County Eyes Private Debt

The plan will discuss adding a 3% private debt target at its board meeting on Friday.

06.14.22
Consultant/OCIO/Discretionary
Northwest Plan Issues Consultant RFP

The plan last conducted a search over 10 years ago.

06.13.22
Consultant/OCIO/Discretionary
Midwest Plan Rehires Consultant

The plan opted to rehire its general investment consultant following a search launched earlier this year.

06.13.22
Consultant/OCIO/Discretionary
Colo. County 457 Posts Consultant RFQ

Plan currently works with general investment consultant Innovest Portfolio Solutions.

06.10.22
Consultant/OCIO/Discretionary
Mizzou Plan Reissues Consultant RFP

Plan reissued an RFP for investment consulting services originally launched in April due to the impending contract expiration of its incumbent.

06.09.22
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