Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Windy City Plan Hires New Consultant

Plan approved a new general investment consultant relationship following finalist interviews that did not include its incumbent.

12.23.21
Consultant/OCIO/Discretionary
Ohio City Seeks Investment Consultant

An Ohio city is searching for a firm to help the treasurer manage its $794 million investment portfolio.

12.23.21
Consultant/OCIO/Discretionary
Southeast DC Plan Begins Consultant Search

The plan has launched a search seeking investment consulting services after hiring a new consultant in a similar search done in 2017.

12.23.21
Consultant/OCIO/Discretionary
Western Deferred Comp Plan Taps New Advisor

The plan, which launched a search at the request of its investment committee in the third quarter, has chosen a new advisor to oversee its assets.

12.23.21
Consultant/OCIO/Discretionary
Midwest University Moves Operating Pool To OCIO Model

A Midwestern university transitioned its operating pool to an outsourced cio model from a traditional consulting advisory model earlier this month.

12.22.21
Consultant/OCIO/Discretionary
New England Agency Plans Seeking Advisory Services

The agency is searching for a consultant on behalf of its two retirement plans.

12.22.21
Consultant/OCIO/Discretionary
Northeast State Plan Relaunches Secondary Advisor Search

Relaunch is due to disruptions caused by COVID-19 pandemic.

12.17.21
Consultant/OCIO/Discretionary
Florida Plan Delays Consultant Search Discussions

The plan is considering conducting a general investment consultant search for due diligence purposes and will pick up discussions later in 2022.

12.16.21
Consultant/OCIO/Discretionary
Calif. Plan Postpones Private Markets Advisor Search

Plan postponed a search for an advisor to oversee its private equity and private credit allocations to allow for its cio to participate.

12.16.21
Consultant/OCIO/Discretionary
Southern University Swaps Investment Consultants

A university in a Southern state has hired a new investment consultant to oversee its endowment.

12.16.21