Consultant/OCIO/Discretionary

High-Yield
Northeast Plan Slates HY Bond RFP; Hires New General Consultant

Plan will conduct a search for high-yield fixed-income managers due to impending contract expirations and hired a new general investment consultant.

07.21.21
Consultant/OCIO/Discretionary
Texas City Seeks Investment Consultant

A Texas city is searching for an investment consultant to provide objective third-party advice and analysis of its portfolio.

07.20.21
Consultant/OCIO/Discretionary
MTA Seeking 457 Plan Consultant

Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.

07.20.21
Consultant/OCIO/Discretionary
West Coast 457 To Issue Stable Value Fund Consultant

The search is required due to the upcoming contract expiration of its incumbent.

07.19.21
Consultant/OCIO/Discretionary
Rocky Mountain Program Hires Investment Consultant

A secure savings program in the Rocky Mountain region hired a general investment consultant last week.

07.19.21
Consultant/OCIO/Discretionary
New England Plan To Begin General Investment Consultant Search

The plan will issue an RFP for a general investment consultant.

07.16.21
Administrator/Record Keeper
Northwest County Plan Issues Record Keeper RFP

The plan is searching for a firm to provide record keeping and administration services.

07.16.21
Consultant/OCIO/Discretionary
Northeast Police Plan Taps New Consultant

The plan selected a new investment consultant at a board meeting last month.

07.16.21
Consultant/OCIO/Discretionary
Callan Adds Alts. Consulting Senior V.P.

He will lead the firm’s hedge fund research.

07.16.21
Consultant/OCIO/Discretionary
Verus Loses MD, Senior Consultant

The outgoing managing director was first hired in February 2020.

07.16.21