Consultant/OCIO/Discretionary
A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.
Corporation is seeking an investment consultant on behalf of several retirement plans.
The plan hired a new general investment consultant in the second quarter to replace AndCo Consulting.
A Rocky Mountain board has issued an RFI to consider outsourced cio services for its defined contribution plans.
The plan is conducting the search due to the expiring contract of its incumbent.
A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.
Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.
An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.
County has issued an RFP for investment consulting services related to its more than $100 million in 457 plan assets.
Plan selected a discretionary advisor for its private markets portfolio following a search process initiated earlier in the year.
