Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest City Taps Defined Contribution Program Consultant

The plan hired a consultant for its employee defined contribution retirement program last week, which was previously overseen by the city itself.

02.01.22
Consultant/OCIO/Discretionary
Rocky Mountain Board Not Pursuing OCIO Services For DC Plans

A Rocky Mountain board will not pursue outsourced cio services for its defined contribution plans following the issuance of an RFI.

01.31.22
Consultant/OCIO/Discretionary
Michigan Plan Weighs Consultant Decision

Plan will further discuss a fee proposal with at least one firm before making a selection in a general investment consultant search.

01.31.22
Industry News
River & Mercantile Spins Off U.S. Business

The U.S. business is rebranding as Agilis and is headquartered in Boston.

01.28.22
People Moves
Meketa Senior Analyst To Depart

Departure follows those of two others at the firm earlier this month.

01.28.22
Consultant/OCIO/Discretionary
Chicago Police To Issue Consultant RFP

A Chicago plan agreed to issue an investment consultant RFP on Jan. 31.

01.28.22
Consultant/OCIO/Discretionary
Northeast Plan Launches Private Markets Consultant Search

The plan is seeking a consultant to oversee its private markets portfolio.

01.27.22
Consultant/OCIO/Discretionary
Canadian University Seeks Consultant For Pension Plan

A Canadian university has issued an RFP seeking an investment consultant for its pension plan for standard due diligence purposes and the incumbent is allowed to rebid.

01.27.22
Consultant/OCIO/Discretionary
Southern Education Foundation Searches For Consultant

An education foundation in the South is seeking an investment management consultant for its investment portfolio as it looks to minimize short-term risk, preserve capital and grow over the long term.

01.27.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Moves To New Consultant

A foundation in the mid-Atlantic region moved to a new investment consultant last year following an invitation-only RFP as its previous investment consulting team left its incumbent provider.

01.27.22