Consultant/OCIO/Discretionary
Authority is seeking a financial advisor on behalf of its three defined contribution plans.
The treasurer’s office has issued an RFP seeking an investment consultant for its cash portfolio.
A community college foundation in the mid-Atlantic is seeking a consultant for its $6.4 million long-term balance pool and $3.3 million in trusts and annuities.
Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.
A savings program based in the West retained its program consultant following a search from the third quarter that garnered three proposals.
The plan hired Aksia following a discretionary private credit advisor RFI and amended its annual pacing plan with discretionary private equity advisor Hamilton Lane.
The plan is negotiating with incumbent ISS ESG on behalf of itself and five state systems.
Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.
Former fixed-income director will join Credit Suisse at the end of the month.