Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22
Consultant/OCIO/Discretionary
West Coast Agency Retains Investment Consultant

Meketa Investment Group has served as the agency’s investment consultant since 2014.

01.25.22
Consultant/OCIO/Discretionary
West Coast Plan Begins Private Credit Consultant Search

The plan is seeking its first dedicated non-discretionary private credit consultant.

01.24.22
Consultant/OCIO/Discretionary
Texas Metro 457 Launches Advisor RFP

Authority is seeking a financial advisor on behalf of its three defined contribution plans.

01.21.22
People Moves
Meketa Loses Managing Principal

He left the investment consulting firm on Jan. 14.

01.21.22
Consultant/OCIO/Discretionary
New England Treasurer Posts Consultant RFP

The treasurer’s office has issued an RFP seeking an investment consultant for its cash portfolio.

01.20.22
Consultant/OCIO/Discretionary
Mid-Atlantic Community College Foundation Seeks Consultant

A community college foundation in the mid-Atlantic is seeking a consultant for its $6.4 million long-term balance pool and $3.3 million in trusts and annuities.

01.20.22
Asset Study/Review
Midwest State Systems Retain Divestment Services Provider

Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.

01.20.22
Consultant/OCIO/Discretionary
Western Savings Program Retains Program Consultant

A savings program based in the West retained its program consultant following a search from the third quarter that garnered three proposals.

01.20.22
Consultant/OCIO/Discretionary
Calif. County Hires Credit Advisor; Amends PE Pacing Plan

The plan hired Aksia following a discretionary private credit advisor RFI and amended its annual pacing plan with discretionary private equity advisor Hamilton Lane.

01.19.22