Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest State Issues Project-Basis Consultant RFP

A Midwestern state plan is seeking consultants to conduct an asset/liability study and develop an in-state equity program.

01.13.22
Consultant/OCIO/Discretionary
New England Convention Center Seeks Consultant For Retirement Trusts

A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.

01.13.22
Consultant/OCIO/Discretionary
Western Savings Program Issues Consultant RFP

A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.

01.13.22
Consultant/OCIO/Discretionary
New England Plan Concludes Consultant Search

The plan concluded its search for a general investment consultant by retaining the incumbent, which was also rehired in 2014 and 2009.

01.12.22
Consultant/OCIO/Discretionary
West Coast Plan Nears RE Consultant Hire; Renews General Consultant

The plan will interview two finalists in its real estate consultant search and renewed its general investment consultant’s contract.

01.12.22
Consultant/OCIO/Discretionary
Midwest Plan Sticks With Callan

The plans’ joint committee agreed to stay with Callan as general investment consultant after interviewing two other finalists in November.

01.12.22
Consultant/OCIO/Discretionary
Southwest Authority Rehires 457 Plan Consultant

Plan rehired its investment consultant as the result of an RFP issued last year.

01.10.22
Consultant/OCIO/Discretionary
Western City Seeking Consultant For Retirement Plans

The plan is seeking a firm to provide retirement and investment consulting services for its various retirement plans.

01.07.22
Consultant/OCIO/Discretionary
Southern University Foundation Searches For Consultant

A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.

01.07.22
Asset Study/Review
Northwest Plan Hires Consultant For Asset Study

A plan based in the Northwest has hired a consultant to review its current investment policies and practices.

01.06.22