Consultant/OCIO/Discretionary

Domestic Equity
New England University Adds Small-Cap Equity, Bank Loan Investments

A university based in New England has added two commitments to its portfolios.

07.08.21
Consultant/OCIO/Discretionary
Midwest Nonprofit Organization Divests From Fossil Fuels; Hires Investment Advisor

A nonprofit organization in the Midwest has divested its endowment from fossil fuels and selected an investment advisor to manage the portfolio effective July 1.

07.08.21
Consultant/OCIO/Discretionary
New England Plan Concludes Investment Consultant Search

The plan concluded its investment consultant search following a special board meeting to conduct a second round of interviews.

07.07.21
Consultant/OCIO/Discretionary
Midwest 457 Plan Begins Investment Consultant Search

The plan has issued its RFP seeking investment consulting services.

07.06.21
Consultant/OCIO/Discretionary
Empire State Plan Retains Investment Consultant

State deferred compensation plan retained its incumbent investment consultant following a search initiated last quarter.

07.06.21
Consultant/OCIO/Discretionary
Westchester County Sticks With DC Plan Consultant

The plan retained its general investment consultant following an RFP search.

07.06.21
Consultant/OCIO/Discretionary
Northwest Transit Authority Issues DC Consultant RFP

A Northwestern transit authority has issued an investment consultant RFP for its two retirement plans.

07.06.21
Consultant/OCIO/Discretionary
Midwest Plan Extends Consultant Contract; Adds VC Commitment

The plan approved a three-year contract extension with its investment consultant and a commitment with an existing venture capital manager.

07.02.21
Consultant/OCIO/Discretionary
Midwest Plan Launches General Investment Consultant Search

The plan has begun its general investment consultant search to evaluate the current marketplace.

07.02.21
Consultant/OCIO/Discretionary
West Coast County Plan Votes To Stick With NEPC

The plan’s board voted to retain NEPC as its investment consultant after its investment committee was deadlocked on a decision.

07.02.21