Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Florida Police Plan Makes Consultant Change

The plan hired a new general investment consultant in the second quarter to replace AndCo Consulting.

10.04.21
Consultant/OCIO/Discretionary
Rocky Mountain Board Considers OCIO Services For DC Plans

A Rocky Mountain board has issued an RFI to consider outsourced cio services for its defined contribution plans.

10.01.21
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

The plan is conducting the search due to the expiring contract of its incumbent.

10.01.21
Consultant/OCIO/Discretionary
Western System Slated To Transition Endowment Mgmt. To Sole Outsourced CIO

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

09.30.21
Surveys/Studies
OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

09.30.21
Industry News
Midwest Investment Consultant Hires Assistant V.P. For Outsourced CIO Services Team

An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.

09.30.21
Consultant/OCIO/Discretionary
Northeast County Seeking 457 Plan Consultant

County has issued an RFP for investment consulting services related to its more than $100 million in 457 plan assets.

09.29.21
Alternatives
West Coast Plan Hires Discretionary Private Markets Advisor

Plan selected a discretionary advisor for its private markets portfolio following a search process initiated earlier in the year.

09.27.21
People Moves
Prime Buchholz Founder Dies

Prime Buchholz Founder Jim Buchholz died of natural causes on Sept. 9 in Kansas City, Mo., the firm announced.

09.23.21
Industry News
Investment Consultants Form Global Net-Zero Carbon Initiative

Twelve investment consulting firms have launched the Net-Zero Investment Consultants Initiative with the goal of achieving global net zero greenhouse gas emissions by 2050 or sooner, according to an announcement.

09.23.21