Consultant/OCIO/Discretionary

People Moves
Alan Biller Promotes CEO

The current CEO will stay on as Principal and Chairman.

11.24.21
ESG
ISCWG Introduces ESG Metrics List

The Investment Consultants Sustainability Working Group has published a list of 12 key ESG-related metrics for all public equity and public credit managers to report on

11.24.21
Private Equity
Southern University Eyes Buyout Commitments In 2022; Approves VC Commitments

A university in the South will place a greater emphasis on buyout commitments in 2022 as its 2021 pacing schedule has largely centered on venture capital commitments.

11.23.21
Consultant/OCIO/Discretionary
West Coast DC Concludes Consultant Search

The plans rehired the consultant, which was the only bidder to an RFP issued this summer due to its contract expiration.

11.23.21
Consultant/OCIO/Discretionary
Southwest Plan To Launch Consultant Search

The plan will issue an RFP next year ahead of its incumbent consultant’s final contract expiration.

11.22.21
People Moves
Meketa Promotes Consulting Services Director

She manages the firm’s consultants across all offices and executes goals for the consulting department.

11.22.21
Consultant/OCIO/Discretionary
New England Town Seeking Maiden Investment Consultant

The town is searching for its first ever investment consultant on behalf of two defined contribution plans.

11.19.21
Consultant/OCIO/Discretionary
Midwest DC Plan Retains Consultant

The plan decided to retain its general investment consultant following the issuance of an RFP in the third quarter.

11.19.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Concludes Consultant, Mid-Cap Searches

The plan hired its general investment consultant and selected two new active mid-cap equity managers.

11.18.21
Consultant/OCIO/Discretionary
Western OPEB Issues Consultant RFP

A Western health trust fund has posted an RFP for investment consulting services.

11.18.21