Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. Plan Sticks With Verus

Plan retained its incumbent consultant over proposals from four other firms.

05.11.22
Consultant/OCIO/Discretionary
Northwest 529 Plan Rehires Investment Consultant

Contract renewal with incumbent investment consultant followed an annual review.

05.11.22
People Moves
Marquette Appoints Research Associate

He will work on research projects, construct manager searches and interact with investment firms.

05.10.22
Consultant/OCIO/Discretionary
Florida Plan Hires New Consultant

The plan followed its lead consultant to his new shop.

05.09.22
Consultant/OCIO/Discretionary
Mid-Atlantic City Searching For Investment Consultant

The city is searching for a consultant for its three pension funds with nearly $3 billion in assets.

05.09.22
Consultant/OCIO/Discretionary
CalSTRS To Issue Real Estate Consultant RFP

The plan will issue the RFP in June due to the upcoming contract expiration of incumbent RCLCO.

05.06.22
Consultant/OCIO/Discretionary
Midwest County Issues 457 Plan Advisor RFQ

County’s 457 plans have not previously contracted for the services.

05.06.22
Consultant/OCIO/Discretionary
Northeast Plans Launch Consultant Search

The plans have launched a search seeking investment consulting services.

05.05.22
Consultant/OCIO/Discretionary
Northwest Fund Expected To Retain Consultant

Plan previously rehired Callan as its general investment consultant in 2017.

05.05.22
People Moves
AndCo Hires Associate, Senior Analyst

They will focus on client service support, due diligence and research and capital markets and asset allocation.

05.05.22