Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Sticks With ACG

The plan intends to rehire its incumbent general investment consultant.

12.10.21
People Moves
NEPC Promotes Partner, Six Principals

The promotions take effect on Jan. 1.

12.09.21
Consultant/OCIO/Discretionary
Boston Nonprofit To Review Proposals In Investment Advisor Search
The Rose F. Kennedy Greenway Conservancy will review proposals in its search for a firm to manage
12.09.21
Consultant/OCIO/Discretionary
Northeast Plan To Begin Secondary Advisor Search

The plan will soon issue a new RFP after COVID disrupted last year’s search.

12.08.21
Consultant/OCIO/Discretionary
Midwest School Plan Taps New Consultant

The plan hired a new consultant, replacing the incumbent they’ve worked with since 1997.

12.08.21
Consultant/OCIO/Discretionary
Great Lakes Plan Rehires Investment Consultant

The plan intends to rehire its general investment consultant following a search from the third quarter due to its contract expiration.

12.06.21
Consultant/OCIO/Discretionary
Boston Nonprofit Seeks Investment Advisory Services

A nonprofit based in the Boston area is seeking investment advisors and consultants to guide its investment committee on appropriate investment strategies, products and managers, compliance monitoring and other advisory consulting services as well as detailed reporting.

12.06.21
Consultant/OCIO/Discretionary
New England 457 Plan Rehires Investment Advisor

The plan rehired its investment advisor following a search launched this summer.

12.01.21
Consultant/OCIO/Discretionary
Mid-Atlantic County Begins Consultant Search

A Mid-Atlantic county is searching for a firm to update the investment policy for its deferred compensation plan.

11.29.21
Consultant/OCIO/Discretionary
Midwest Plan Sticks With NEPC As Consultant

The plan rehired NEPC as its general consultant at a meeting last week.

11.24.21