Consultant/OCIO/Discretionary
Plan rehired its investment consultant as the result of an RFP issued last year.
The plan is seeking a firm to provide retirement and investment consulting services for its various retirement plans.
A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.
A plan based in the Northwest has hired a consultant to review its current investment policies and practices.
A university foundation in the Southwest selected a new investment consultant to oversee its endowment late in the fourth quarter based on its recommendation to increase exposure to alternative investments, to which the firm has “better access.”
A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.
A museum in the Northeast retained the incumbent investment advisor for its endowment because of the firm’s experience, services offered and fee structure following a search from last year.
The county hired a new consultant resulting from an RFP process initiated last year.
Plan hired the private markets team at its general investment consultant to consult on its private equity and opportunistic real estate portfolios.
Corporation retained Hyas Group as investment consultant for its retirement plans this week.
