Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Mid-Atlantic Plan Begins General/Alternatives Consultant Search

The plan is searching for consulting services for traditional and alternatives asset classes due to the upcoming contract expiration of its incumbent provider.

10.12.21
Consultant/OCIO/Discretionary
New England Plan Concludes Consultant Search

The district rehired its incumbent investment consulting services provider.

10.08.21
Consultant/OCIO/Discretionary
Texas Authority Sticks With Consultant

The authority rehired AndCo Consulting to provide investment consulting services for its plans last month.

10.08.21
Consultant/OCIO/Discretionary
Northwest Plan To Reissue Consultant RFP

Plan elected to reissue the consultant RFP prior to finalist interviews in light of ownership changes at its incumbent.

10.07.21
People Moves
Callan Hires Capital Markets Research V.P.

He will be responsible for the strategic planning efforts of Callan’s clients.

10.07.21
Consultant/OCIO/Discretionary
New England University Switches Consultants, Makes PE Commitments

A university in New England has hired a new general investment consultant for its endowment, replacing its incumbent following a more than decade-long relationship.

10.07.21
Consultant/OCIO/Discretionary
Mid-Atlantic Medical School Seeks Consultant For Employee Retirement Plans

A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.

10.07.21
Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
Consultant/OCIO/Discretionary
Northwest Corporation Seeking Investment Consultant

Corporation is seeking an investment consultant on behalf of several retirement plans.

10.05.21