Consultant/OCIO/Discretionary

Midwest Plan Retains Divestment Services Provider

The plan is negotiating with incumbent ISS ESG on behalf of itself and five state systems.

01.18.22

CAPTRUST Acquires Portfolio Evaluations, Inc.

Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.

01.18.22

People Moves

Marquette Loses Fixed-Income Director

Former fixed-income director will join Credit Suisse at the end of the month.

01.18.22

Consultant/OCIO/Discretionary

Mid-Atlantic University Issues Investment Management RFP

A university in the mid-Atlantic region has issued an RFP seeking one or more investment managers to provide investment recommendations and strategies to achieve higher returns on its investments.

01.14.22

People Moves

Callan Promotes New Jersey Office Head

She retains her existing duties as a senior v.p.

01.14.22

Consultant/OCIO/Discretionary

Midwest State Legislative Mgmt. Taps Consultant

The plan is negotiating with Milliman to assist in the development of a plan to close its state defined benefit plan to new hires.

01.14.22

People Moves

Marquette Hires Senior Client Analyst From Abrdn

She actively supports consultants in all aspects of client service on a variety of client relationships.

01.14.22

Consultant/OCIO/Discretionary

New England Plan Hires New General Investment Consultant

The plan hired a new consultant following an RFP process.

01.13.22

Consultant/OCIO/Discretionary

Midwest State Issues Project-Basis Consultant RFP

A Midwestern state plan is seeking consultants to conduct an asset/liability study and develop an in-state equity program.

01.13.22

Consultant/OCIO/Discretionary

New England Convention Center Seeks Consultant For Retirement Trusts

A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.

01.13.22

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