Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast 457 Plan Hires New Consultant

The plan hired a new investment consultant following a search launched in June.

09.07.21
Consultant/OCIO/Discretionary
West Coast Seeking Consultants For Multiple Asset Classes

The plan is searching for consulting firms to provide general/risk, real estate and private equity/real assets consulting services.

09.07.21
Consultant/OCIO/Discretionary
CAPTRUST Announces Deal For Consultant

The deal will see 55 employees and roughly 200 clients join CAPTRUST.

08.26.21
Consultant/OCIO/Discretionary
Rocky Mountain Plan Delays Consultant RFP

A Rocky Mountain pension plan will delay the issuance of its general investment consultant RFP for one year.

08.26.21
Industry News
Foundations’ Returns Help Sustain Long-Term Goals

Steady returns make responsible investment practices a priority and increase usage of the outsourced cio model.

08.25.21
Industry News
Ellwood To Merge With CAPTRUST

Firm will bring its $85 billion in assets under advisement to CAPTRUST.

08.25.21
Consultant/OCIO/Discretionary
Northwest Transit Authority Concludes DC Consultant Search

The plan retained its incumbent general investment consultant.

08.25.21
Consultant/OCIO/Discretionary
West Coast D.C. Plans Seeking Consultant

The plans are searching for a consultant due to the incumbent’s upcoming contract expiration.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Passive Equity
West Coast Plan Approves Global Index, Real Estate Consultant RFP

The plan will put its $8.9 billion index funds and real estate consultant services out to bid.

08.24.21