Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Western School District Seeking Deferred Comp Consultant

The district has issued an RFP seeking investment consulting services for its 457(b) plan.

03.28.22
Consultant/OCIO/Discretionary
Southwest Plan Eyes Consultant Finalists

Plan will hear presentations on at least two finalists in its general investment consultant search in May.

03.23.22
Stable Value
Rocky Mountain 457 Plan To Issue Stable Value Mgr. RFP

RFP expected in early to mid-April as plan nears the end of a five-year contract term with its incumbent.

03.23.22
Consultant/OCIO/Discretionary
Midwest Police Plan Conducting Consultant Search

The plan has posted its investment consultant services RFP as it looks to complete the search for best practices purposes.

03.21.22
Consultant/OCIO/Discretionary
New England Plan Retains Investment Consultant

The plan retained its incumbent this week following an evaluation process.

03.18.22
People Moves
NEPC Names Real Assets Head

He will oversee the investment team that covers all real estate and real asset strategies.

03.18.22
Consultant/OCIO/Discretionary
Midwest County Seeks Consultant

County is searching for a consultant for its 457(b) and 403(b) deferred compensation plans.

03.17.22
Consultant/OCIO/Discretionary
Foundation Seeking DEI-Focused Consultants, OCIOs & Hybrid-Discretionary Managers

The foundation has issued an open-invitation RFI after finding a “disappointing lack of diversity” in its initial research into firms.

03.17.22
Industry News
Callan Launches Diversity, Equity & Belonging Initiative

The new initiative includes a five-part strategy that includes education, recruitment, mentoring and training, retention and community engagement.

03.15.22
Consultant/OCIO/Discretionary
Mid-Atlantic DC Plan Rehires Consultant

The plan has rehired its incumbent to provide investment management and consulting services.

03.15.22