Consultant/OCIO/Discretionary
A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.
A museum in the Northeast retained the incumbent investment advisor for its endowment because of the firm’s experience, services offered and fee structure following a search from last year.
The county hired a new consultant resulting from an RFP process initiated last year.
Plan hired the private markets team at its general investment consultant to consult on its private equity and opportunistic real estate portfolios.
Corporation retained Hyas Group as investment consultant for its retirement plans this week.
Plan approved a new general investment consultant relationship following finalist interviews that did not include its incumbent.
An Ohio city is searching for a firm to help the treasurer manage its $794 million investment portfolio.
The plan has launched a search seeking investment consulting services after hiring a new consultant in a similar search done in 2017.
The plan, which launched a search at the request of its investment committee in the third quarter, has chosen a new advisor to oversee its assets.
A Midwestern university transitioned its operating pool to an outsourced cio model from a traditional consulting advisory model earlier this month.