Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New York University Changes Investment Consultants

New investment consultant hire follows an invitation-only search from 2020 conducted as part of a periodic review of third-party services provided.

04.06.22
People Moves
Callan Hires Senior V.P. & Investment Consultant

Organization added a senior v.p. from another consulting firm.

04.04.22
Consultant/OCIO/Discretionary
Southwest City Seeking Investment Services

Search is due to the upcoming contract expiration of its incumbent provider.

04.01.22
Consultant/OCIO/Discretionary
Southern City Seeking Pension Investment Services

Search is for one firm to provide investment management services for city’s three retirement plans.

03.31.22
Consultant/OCIO/Discretionary
Ohio Fund Begins Real Estate Consultant Search

The search comes less than a year after the fund hired its current real estate consultant.

03.30.22
Consultant/OCIO/Discretionary
New England Treasury Issues Investment Consultant RFP

The organization has issued an RFP seeking investment consulting services for its funds.

03.30.22
Consultant/OCIO/Discretionary
Midwest Plan Consultant RFP Delayed, Expected Soon

The RFP, which was initially expected to be out March 1, is still expected to be issued soon despite delays.

03.29.22
Consultant/OCIO/Discretionary
Midwest Foundation To Conduct Consultant Search

Foundation’s bylaws require the services be put out to bid every five years.

03.29.22
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