Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast State Plan Relaunches Secondary Advisor Search

Relaunch is due to disruptions caused by COVID-19 pandemic.

12.17.21
Consultant/OCIO/Discretionary
Florida Plan Delays Consultant Search Discussions

The plan is considering conducting a general investment consultant search for due diligence purposes and will pick up discussions later in 2022.

12.16.21
Consultant/OCIO/Discretionary
Calif. Plan Postpones Private Markets Advisor Search

Plan postponed a search for an advisor to oversee its private equity and private credit allocations to allow for its cio to participate.

12.16.21
Consultant/OCIO/Discretionary
Southern University Swaps Investment Consultants

A university in a Southern state has hired a new investment consultant to oversee its endowment.

12.16.21
Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
Consultant/OCIO/Discretionary
West Coast District Plans Rehire Investment Consultant

The district rehired the incumbent consultant for its 401(k), 457 and 401(a) retirement plans after an RFP process that yielded four total submissions.

12.15.21
People Moves
AndCo Hires Client Solutions Analyst

He is responsible for performance measurement, reporting, and investment policy monitoring for client investment plans.

12.15.21
Consultant/OCIO/Discretionary
West Coast Plan Approves Private Credit Consultant RFP

The plan will issue an RFP seeking a maiden private credit consultant next month following approval today.

12.14.21
Consultant/OCIO/Discretionary
Great Lakes Plan Narrows Consultant Search

Plan’s investment committee added its incumbent as a fourth finalist in a search for consulting services.

12.13.21
Consultant/OCIO/Discretionary
Northwest Plan Posts Consultant RFP

The plan has issued a general investment consultant RFP after previously delaying its issuance due to the COVID-19 pandemic.

12.13.21