Consultant/OCIO/Discretionary

People Moves
Western Investment Advisor Adds MD To Support Sustainable Investing

An investment advisor based in the West has hired a as a managing director to support its responsible and sustainable investing approaches.

09.23.21
Consultant/OCIO/Discretionary
Government Trust Slates Consultant Search

A government fund will launch a search for general investment consulting services later this year.

09.22.21
Consultant/OCIO/Discretionary
West Coast Plan Seeking Investment Consultant

The plan is searching for an investment consultant for its investment staff.

09.22.21
Consultant/OCIO/Discretionary
Rocky Mountain City Retains Investment Consultant

The city retained Innovest Portfolio Solutions as general investment consultant for its deferred compensation plans.

09.21.21
Consultant/OCIO/Discretionary
Midwest 457 Plan Wraps Up Consultant Search

The plan approved a hire in its investment consulting services search last week.

09.21.21
Consultant/OCIO/Discretionary
Pacific Northwest Transit District Posts Investment Consultant RFP

The district is seeking a firm to provide comprehensive investment consulting services for its deferred compensation plan.

09.21.21
Consultant/OCIO/Discretionary
Northeast Plan Launches PE, Real Assets Consultant Search

Plan will look to award up to five contracts for private equity and real assets consulting services.

09.20.21
Consultant/OCIO/Discretionary
Southwest Authority Issues DC Plan Consultant RFP

Authority is seeking investment consulting services on behalf of its deferred compensation and defined contribution plans.

09.16.21
Large-Cap
Southern Plan Narrows LCG Search; Makes Private Commitments

The plan will interview three finalists for its large-cap growth search.

09.16.21
Consultant/OCIO/Discretionary
Western Deferred Comp Plan Seeking Investment Advisor

The plan has issued an RFP seeking one or two firms to serve as investment advisor.

09.16.21