Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Post Investment Advisor RFP

The plan is seeking a firm to advise and monitor plan assets and review investment managers, among other responsibilities.

07.30.21
Consultant/OCIO/Discretionary
Midwest Plan Nearing Consultant RFP Issuance

The plan expects the RFP to be issued early next week ahead of the incumbent consultant’s contract expiration.

07.30.21
Consultant/OCIO/Discretionary
West Coast Agency Seeking 457 Investment Advisor

The agency is seeking an investment advisor for its 457(b) deferred compensation plan.

07.29.21
Consultant/OCIO/Discretionary
Southern College Selects New Consultant

A college in the South has selected a new investment consultant for its endowment and operating surplus funds at a committee meeting earlier this month following a search from the first quarter.

07.28.21
Consultant/OCIO/Discretionary
Emigrant Partners Buys Minority Stake In Gerber Taylor

Emigrant Partners, a subsidiary of New York Private Bank & Trust, has acquired a minority stake in investment advisor Gerber Taylor, the firm announced.

07.28.21
Consultant/OCIO/Discretionary
Southwest Plan Pauses Impending Consultant RFP

Plan has paused the expected 2021 release of a general investment consultant RFP pending the hire of a new cio.

07.28.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

Government association has issued an RFP for investment and advisory services on behalf of its deferred compensation plan.

07.28.21
Consultant/OCIO/Discretionary
West Coast DC Plans Seeking Consultant

Search was approved last year due to the expiring contract of its current investment consultant.

07.23.21
Consultant/OCIO/Discretionary
Northeast Plans Begin Investment Advisor Search

A township has issued its RFP seeking an investment advisor for its two pension plans.

07.23.21
Consultant/OCIO/Discretionary
Southern Plan Hires Investment Advisor

A foundation based in a Southern state has hired an advisor for a portion of its investment portfolio.

07.22.21