Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
CAPTRUST Announces Deal For Consultant

The deal will see 55 employees and roughly 200 clients join CAPTRUST.

08.26.21
Consultant/OCIO/Discretionary
Rocky Mountain Plan Delays Consultant RFP

A Rocky Mountain pension plan will delay the issuance of its general investment consultant RFP for one year.

08.26.21
Industry News
Foundations’ Returns Help Sustain Long-Term Goals

Steady returns make responsible investment practices a priority and increase usage of the outsourced cio model.

08.25.21
Industry News
Ellwood To Merge With CAPTRUST

Firm will bring its $85 billion in assets under advisement to CAPTRUST.

08.25.21
Consultant/OCIO/Discretionary
Northwest Transit Authority Concludes DC Consultant Search

The plan retained its incumbent general investment consultant.

08.25.21
Consultant/OCIO/Discretionary
West Coast D.C. Plans Seeking Consultant

The plans are searching for a consultant due to the incumbent’s upcoming contract expiration.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Passive Equity
West Coast Plan Approves Global Index, Real Estate Consultant RFP

The plan will put its $8.9 billion index funds and real estate consultant services out to bid.

08.24.21
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

A Midwestern pension plan has issued an RFP seeking a general investment consultant.

08.20.21
Consultant/OCIO/Discretionary
Southwest Board Selects Consultant and Seeks Executive Director

An education board in the Southwest has selected an investment consultant and is searching for an executive director to manage investment recommendations, record keeping, administration, sales and marketing services.

08.19.21