Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Foundation Rehires Consultant

A foundation based in the Midwest rehired its investment consultant under a three-year contract.

02.16.22
High-Yield
New England Plan Sets 2022 Manager Search Schedule

The plan will issue five RFPs this year, beginning with high-yield fixed-income this week.

02.16.22
Consultant/OCIO/Discretionary
New England 457 Plan Seeking Consultant For Upcoming Search

The state 457 plan is seeking a consultant to assist with an upcoming record keeper search.

02.16.22
Consultant/OCIO/Discretionary
Midwest Plan Launches General Consultant Search

The search is due to the contract expiration of its incumbent.

02.16.22
Consultant/OCIO/Discretionary
Northeast State Plan Seeking Supplemental Consulting Services

The plan is searching for supplemental consulting services in the private equity and private debt asset classes.

02.15.22
Consultant/OCIO/Discretionary
Northwest Plan Issues Tangible Assets Consultant RFQQ

The plan last issued an RFQQ for the services in 2018.

02.14.22
Industry News
Cook Street Consulting Joins Morgan Stanley

The transaction is expected to close in March.

02.14.22
Consultant/OCIO/Discretionary
Northwest Plan Sticks With Wilshire

The plan agreed to stay with Wilshire as its general investment consultant after interviewing two other finalists yesterday.

02.11.22
Consultant/OCIO/Discretionary
Midwest Education Plan Taps New Consultant

The plan replaced its incumbent consultant, which it worked with since 2017.

02.11.22
Consultant/OCIO/Discretionary
West Coast Agency Retains 457 Investment Consultant

SageView Advisory Group has served as investment consultant for the 457(b) deferred compensation plan since 2015.

02.11.22