Consultant/OCIO/Discretionary

Southwest Plan Posts Credit Consultant RFP

Plan is surveying the market for private credit and credit-related consulting services due to the evolution of its non-core fixed-income portfolio.

04.21.22

California Transit Plan Opens Consultant Search

Plan is searching for a firm to review and recommend changes to its investment policies.

04.21.22

People Moves

Arnerich Massena Hires Research Analyst

She conducts analytical research on U.S. and non-U.S. equity markets.

04.21.22

Consultant/OCIO/Discretionary

Midwest Plan Begins Investment Consultant Search

Search is due to its incumbent’s upcoming contract expiration.

04.20.22

Consultant/OCIO/Discretionary

Western Endowment Retains Investment Consultant

An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.

04.20.22

Consultant/OCIO/Discretionary

Mid-Atlantic College Issues Consultant RFP

A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.

04.20.22

Consultant/OCIO/Discretionary

Northeast Town Issues Investment Advisor RFP

Search is for investment management advisory services for the town’s pension funds.

04.19.22

Consultant/OCIO/Discretionary

Western City Taps Consultant For Retirement Plans

The city, which did not previously utilize a consultant for its retirement plans, made a hire this week.

04.19.22

Consultant/OCIO/Discretionary

Northeast Authority Posts Investment Advisor RFP

The authority expects to contract an award in July.