Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
California Housing Authority Issues Consultant RFP

A California housing authority is searching for a firm to devise investment policies and select managers.

11.09.21
Consultant/OCIO/Discretionary
New England Plan Issues Consultant RFQ

The search is open to discretionary and non-discretionary models.

11.08.21
Consultant/OCIO/Discretionary
West Coast Plan Launches Consultant RFP

Plan is conducting search for the services for the first time in 10 years.

11.08.21
Consultant/OCIO/Discretionary
Western University Foundation Interviews Consultant Finalists

The university foundation heard finalist presentations from three investment consultants in its search for a firm to oversee its endowment from this summer.

11.05.21
Real Estate
Calif. City Taps New RE Consultant; Approves Private Markets Pacing Plan

A California pension plan hired a new real estate consultant and approved a private equity and infrastructure pacing plan today.

11.05.21
Consultant/OCIO/Discretionary
Calif. County Extends Consultant Contract; Continues A/A Discussions

The plan extended its general investment consultant contract with Verus and discussed its ongoing asset/liability study this week.

11.05.21
Consultant/OCIO/Discretionary
Midwest Plan Selects New Investment Consultant

The new investment advisor will replace the plan’s recently acquired incumbent.

11.05.21
Passive Equity
West Coast Plan Slates Passive Mgr. Search

Plan will see a firm for passive U.S. and non-U.S. equities, fixed-income and real assets investment management services.

11.05.21
Consultant/OCIO/Discretionary
Southeast Plan Launches Consultant Search

The plan has issued an RFP seeking investment consulting services.

11.04.21
Consultant/OCIO/Discretionary
Canadian Community Foundation Moves To Discretionary Model, Hires OCIO

A community foundation in Canada has moved to an outsourced cio model following an RFI process earlier this year.

11.04.21