Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Large Mid-Atlantic Plan Begins Investment Consultant Search

The plan has begun an investment consultant search; last one conducted was in 2016.

11.15.21
Surveys/Studies
CalPERS IC Less Satisfied With Consultant Performance: Survey

Investment committee members reported a drop in satisfaction with consultant performance across three different strategies.

11.12.21
Consultant/OCIO/Discretionary
Southern City Plan Renews Consultant Contract

The plan rehired its consultant following an RFP process conducted over the summer.

11.12.21
Consultant/OCIO/Discretionary
Northwest Plan Issues Asset Study RFP

A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.

11.10.21
Consultant/OCIO/Discretionary
Midwest State Legislative Mgmt. Issues Consultant RFP

The plan has issued a consultant RFP seeking assistance in the development of a plan to close its state defined benefit plan to new hires.

11.10.21
People Moves
Investment Consulting Firm Loses Two Consultants

An investment consulting firm headquartered in the Southeast has seen the departure of two consultants that joined in 2020.

11.10.21
People Moves
Meketa Managing Principal, Consultant To Retire

He has worked at Meketa since its 2019 merger with Pension Consulting Alliance.

11.09.21
People Moves
RVK Announces DC Solutions Group Lead

She was previously the treasury director at a biotechnology company.

11.09.21
Consultant/OCIO/Discretionary
Rocky Mountain City Seeking Retirement Plan Consultant

The city is seeking consulting services for its retirement plans.

11.09.21
Consultant/OCIO/Discretionary
West Coast Agency Posts Consultant RFP

The agency has issued an investment consultant RFP.

11.09.21