Consultant/OCIO/Discretionary

People Moves
Hirtle Callaghan Hires Client Engagement Director From Wilshire

Outsourced cio Hirtle Callaghan has hired a director of client engagement to focus on building new relationships with mission-driven nonprofit organizations, especially endowments and foundations addressing education, healthcare and societal support.

08.05.21
Asset Study/Review
Great Plains Foundation Issues Invitation-Only RFP For Asset Study

A foundation based in a Great Plains state has issued an invitation-only RFP for an investment consultant to conduct an asset allocation study.

08.05.21
Consultant/OCIO/Discretionary
Western ABLE Plan Issues Program Consultant RFP

A Western ABLE plan has issued an RFP seeking a program consultant to assist with the development and implementation of its program and make recommendations on program design and structure.

08.04.21
Consultant/OCIO/Discretionary
New England Selects Hires A/A Consultant, Passive Mgr.

The plan concluded a consultant search initiated last year and gave $1 billion to a manager.

08.03.21
Consultant/OCIO/Discretionary
LCG Promotes Consultant

The consultant has worked at LCG since 2015.

08.03.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Investment Consultant RFI

Plan is seeking a firm to handle the services over an initial three-year contract period.

08.03.21
Consultant/OCIO/Discretionary
Northeast State Plan Seeking RE Consultant

The plan is seeking a non-discretionary supplemental real estate consultant firm.

08.02.21
Consultant/OCIO/Discretionary
Midwest Plan Seeking Private Alternatives Due Diligence Consultant 

The plan is looking for a firm to produce investment due diligence and/or operational due diligence reports on an as-needed basis.

07.30.21
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