Consultant/OCIO/Discretionary

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
Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
Consultant/OCIO/Discretionary
West Coast District Plans Rehire Investment Consultant

The district rehired the incumbent consultant for its 401(k), 457 and 401(a) retirement plans after an RFP process that yielded four total submissions.

12.15.21