Consultant/OCIO/Discretionary
She manages the firm’s consultants across all offices and executes goals for the consulting department.
The town is searching for its first ever investment consultant on behalf of two defined contribution plans.
The plan decided to retain its general investment consultant following the issuance of an RFP in the third quarter.
The plan hired its general investment consultant and selected two new active mid-cap equity managers.
A Western health trust fund has posted an RFP for investment consulting services.
The plan has begun an investment consultant search; last one conducted was in 2016.
Investment committee members reported a drop in satisfaction with consultant performance across three different strategies.
The plan rehired its consultant following an RFP process conducted over the summer.
A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.
The plan has issued a consultant RFP seeking assistance in the development of a plan to close its state defined benefit plan to new hires.
