Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Plan Launches Private Markets Consultant Search

The plan is seeking a consultant to oversee its private markets portfolio.

01.27.22
Consultant/OCIO/Discretionary
Canadian University Seeks Consultant For Pension Plan

A Canadian university has issued an RFP seeking an investment consultant for its pension plan for standard due diligence purposes and the incumbent is allowed to rebid.

01.27.22
Consultant/OCIO/Discretionary
Southern Education Foundation Searches For Consultant

An education foundation in the South is seeking an investment management consultant for its investment portfolio as it looks to minimize short-term risk, preserve capital and grow over the long term.

01.27.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Moves To New Consultant

A foundation in the mid-Atlantic region moved to a new investment consultant last year following an invitation-only RFP as its previous investment consulting team left its incumbent provider.

01.27.22
Consultant/OCIO/Discretionary
Southwest Plan Approves Credit Consultant Search

Private credit consultant search follows the evolution of the plan’s non-core fixed-income portfolio.

01.26.22
Consultant/OCIO/Discretionary
New England Plan Begins Investment Consultant Search

The plan last conducted a consultant search in 2015.

01.25.22
Consultant/OCIO/Discretionary
Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22
Consultant/OCIO/Discretionary
West Coast Agency Retains Investment Consultant

Meketa Investment Group has served as the agency’s investment consultant since 2014.

01.25.22
Consultant/OCIO/Discretionary
West Coast Plan Begins Private Credit Consultant Search

The plan is seeking its first dedicated non-discretionary private credit consultant.

01.24.22
Consultant/OCIO/Discretionary
Texas Metro 457 Launches Advisor RFP

Authority is seeking a financial advisor on behalf of its three defined contribution plans.

01.21.22