Consultant/OCIO/Discretionary

A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.

The plan concluded its search for a general investment consultant by retaining the incumbent, which was also rehired in 2014 and 2009.

Plan rehired its investment consultant as the result of an RFP issued last year.

The plan is seeking a firm to provide retirement and investment consulting services for its various retirement plans.

A university foundation in the Southwest selected a new investment consultant to oversee its endowment late in the fourth quarter based on its recommendation to increase exposure to alternative investments, to which the firm has “better access.”

A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.