Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. DC Plan Retains Consultant

The plan retained Hyas Group after reissuing its general investment consultant RFP in March.

07.01.21
Consultant/OCIO/Discretionary
Great Lakes Plans Hire New Consultant

Employee retirement and retiree health care plans in a Great Lakes city have hired a new investment consultant.

07.01.21
Consultant/OCIO/Discretionary
Outsourced CIO To Join The Colony Group

An outsourced cio has been acquired by Focus Financial Partners and will become part of Focus partner firm The Colony Group, according to an announcement.

07.01.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Discretionary Advisor

A university foundation in the South selected a new discretionary investment advisor to oversee its endowment at an investment committee meeting last week.

07.01.21
Consultant/OCIO/Discretionary
West Coast Plan Selects Investment Advisor

A plan based on the West Coast has selected its investment advisor.

06.30.21
Consultant/OCIO/Discretionary
New England 457 Plan Issues Investment Advisor RFP

The plan is conducting the search due to the contract expiration of its incumbent.

06.30.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Begins Consultant Search

The plan has issued its investment advisory and consulting RFP due to the incumbent’s upcoming contract expiration.

06.29.21
Consultant/OCIO/Discretionary
Rocky Mountain County Concludes Advisory Services Search

The county decided to retain its general investment consultant.

06.28.21
Consultant/OCIO/Discretionary
West Coast County Board To Break Deadlocked Consultant Decision

The county plan’s board will break the investment committee’s deadlock in its investment consultant search at its meeting later this week.

06.28.21