Consultant/OCIO/Discretionary
A California pension plan hired a new real estate consultant and approved a private equity and infrastructure pacing plan today.
The plan extended its general investment consultant contract with Verus and discussed its ongoing asset/liability study this week.
The new investment advisor will replace the plan’s recently acquired incumbent.
Plan will see a firm for passive U.S. and non-U.S. equities, fixed-income and real assets investment management services.
The plan has issued an RFP seeking investment consulting services.
A community foundation in Canada has moved to an outsourced cio model following an RFI process earlier this year.
A university system in New England approved retaining and continuing with its outsourced cio earlier this year following a review of the relationship.
The office is searching for a savings plan consultant to provide advice and recommendations on the structure and design of its 529 plan and ABLE and Savings programs as well as insight on the 529 industry.
The plan hired Segal Marco Advisors following the issuance of an RFP this summer.
Chicago-based firm has been acquired by accounting and advisory firm BDO USA.
