Consultant/OCIO/Discretionary

Southwest Plan Approves Credit Consultant Search

Private credit consultant search follows the evolution of the plan’s non-core fixed-income portfolio.

01.26.22

New England Plan Begins Investment Consultant Search

The plan last conducted a consultant search in 2015.

01.25.22

Consultant/OCIO/Discretionary

Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22

Consultant/OCIO/Discretionary

West Coast Agency Retains Investment Consultant

Meketa Investment Group has served as the agency’s investment consultant since 2014.

01.25.22

Consultant/OCIO/Discretionary

West Coast Plan Begins Private Credit Consultant Search

The plan is seeking its first dedicated non-discretionary private credit consultant.

01.24.22

Consultant/OCIO/Discretionary

Texas Metro 457 Launches Advisor RFP

Authority is seeking a financial advisor on behalf of its three defined contribution plans.

01.21.22

People Moves

Meketa Loses Managing Principal

He left the investment consulting firm on Jan. 14.

01.21.22

Consultant/OCIO/Discretionary

New England Treasurer Posts Consultant RFP

The treasurer’s office has issued an RFP seeking an investment consultant for its cash portfolio.

01.20.22

Consultant/OCIO/Discretionary

Mid-Atlantic Community College Foundation Seeks Consultant

A community college foundation in the mid-Atlantic is seeking a consultant for its $6.4 million long-term balance pool and $3.3 million in trusts and annuities.

01.20.22

Asset Study/Review

Midwest State Systems Retain Divestment Services Provider

Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.

01.20.22

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