Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest School Plan Taps New Consultant

The plan hired a new consultant, replacing the incumbent they’ve worked with since 1997.

12.08.21
Consultant/OCIO/Discretionary
Great Lakes Plan Rehires Investment Consultant

The plan intends to rehire its general investment consultant following a search from the third quarter due to its contract expiration.

12.06.21
Consultant/OCIO/Discretionary
Boston Nonprofit Seeks Investment Advisory Services

A nonprofit based in the Boston area is seeking investment advisors and consultants to guide its investment committee on appropriate investment strategies, products and managers, compliance monitoring and other advisory consulting services as well as detailed reporting.

12.06.21
Consultant/OCIO/Discretionary
New England 457 Plan Rehires Investment Advisor

The plan rehired its investment advisor following a search launched this summer.

12.01.21
Consultant/OCIO/Discretionary
Mid-Atlantic County Begins Consultant Search

A Mid-Atlantic county is searching for a firm to update the investment policy for its deferred compensation plan.

11.29.21
Consultant/OCIO/Discretionary
Midwest Plan Sticks With NEPC As Consultant

The plan rehired NEPC as its general consultant at a meeting last week.

11.24.21
People Moves
Alan Biller Promotes CEO

The current CEO will stay on as Principal and Chairman.

11.24.21
ESG
ISCWG Introduces ESG Metrics List

The Investment Consultants Sustainability Working Group has published a list of 12 key ESG-related metrics for all public equity and public credit managers to report on

11.24.21
Private Equity
Southern University Eyes Buyout Commitments In 2022; Approves VC Commitments

A university in the South will place a greater emphasis on buyout commitments in 2022 as its 2021 pacing schedule has largely centered on venture capital commitments.

11.23.21
Consultant/OCIO/Discretionary
West Coast DC Concludes Consultant Search

The plans rehired the consultant, which was the only bidder to an RFP issued this summer due to its contract expiration.

11.23.21