Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Museum Retains Consultant Following Search

A museum in the Northeast retained the incumbent investment advisor for its endowment because of the firm’s experience, services offered and fee structure following a search from last year.

01.05.22
Consultant/OCIO/Discretionary
West Coast Retirement Plans Hire New Consultant

The county hired a new consultant resulting from an RFP process initiated last year.

01.05.22
Consultant/OCIO/Discretionary
West Coast Plan Hires Discretionary Private Markets Consultant

Plan hired the private markets team at its general investment consultant to consult on its private equity and opportunistic real estate portfolios.

01.04.22
Consultant/OCIO/Discretionary
Northwest Corporation Retains Investment Consultant

Corporation retained Hyas Group as investment consultant for its retirement plans this week.

12.23.21
Consultant/OCIO/Discretionary
Windy City Plan Hires New Consultant

Plan approved a new general investment consultant relationship following finalist interviews that did not include its incumbent.

12.23.21
Consultant/OCIO/Discretionary
Ohio City Seeks Investment Consultant

An Ohio city is searching for a firm to help the treasurer manage its $794 million investment portfolio.

12.23.21
Consultant/OCIO/Discretionary
Southeast DC Plan Begins Consultant Search

The plan has launched a search seeking investment consulting services after hiring a new consultant in a similar search done in 2017.

12.23.21
Consultant/OCIO/Discretionary
Western Deferred Comp Plan Taps New Advisor

The plan, which launched a search at the request of its investment committee in the third quarter, has chosen a new advisor to oversee its assets.

12.23.21
Consultant/OCIO/Discretionary
Midwest University Moves Operating Pool To OCIO Model

A Midwestern university transitioned its operating pool to an outsourced cio model from a traditional consulting advisory model earlier this month.

12.22.21
Consultant/OCIO/Discretionary
New England Agency Plans Seeking Advisory Services

The agency is searching for a consultant on behalf of its two retirement plans.

12.22.21