Consultant/OCIO/Discretionary

Industry News
Firm Launches Outsourced CIO Website

Site advances outsourced cio services through education, advocacy and insight.

09.16.21
Consultant/OCIO/Discretionary
Midwest University Approves Consultant Contract

A university based in the Midwest has renewed its contract with its investment consultant.

09.16.21
Consultant/OCIO/Discretionary
Eastern City P&F Seeking Investment Consultant

The plan is seeking an investment consultant.

09.15.21
Consultant/OCIO/Discretionary
Midwest Plan To Conduct Consultant Search

The plan’s cio recommended conducting a search for a general investment consultant.

09.15.21
Consultant/OCIO/Discretionary
Northeast Transit Plans Seeking Investment Consultant

The authority is searching for a consultant to advise on more than $9 billion.

09.14.21
People Moves
Meketa Investment Group Appoints Consultant

She will service discretionary and non-discretionary clients as a portfolio strategist and consultant.

09.14.21
Consultant/OCIO/Discretionary
Texas Authority Launches Discretionary Advisor Search

Authority is seeking a discretionary investment advisor for its two deferred compensation plans.

09.13.21
Consultant/OCIO/Discretionary
Calif. Plan Issues Consultant RFP; Bolsters PE Portfolio

The search is due to the upcoming contract expiration of incumbent Meketa Investment Group.

09.13.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plans Retain Investment Consultant

Retirement plans for a city in the Mid-Atlantic region have retained their general investment consultant.

09.09.21
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Selects Outsourced CIO To Co-Create Mission-Aligned Strategy

A foundation in the Mid-Atlantic region has selected an outsourced cio to manage its endowment and help create a mission-aligned investment strategy following a search from last year.

09.09.21