Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast Plan Names Comprehensive Consultant Finalists

The plan will interview three firms to provide traditional and alternative consulting services.

06.09.21
Consultant/OCIO/Discretionary
North Central State Plan To Begin Investment Consultant Search

The search is due to the 2022 expiration of two incumbent contracts.

06.08.21
Consultant/OCIO/Discretionary
New England Plan Begins General Investment Consultant Search

The plan is searching for an investment consultant.

06.07.21
Consultant/OCIO/Discretionary
Southern Teachers Plan To Begin Independent Investment Consultant Search

The plan will immediately begin a search for an independent investment consultant.

06.07.21
Consultant/OCIO/Discretionary
Western Plan Launches Discretionary Private Markets Search

Plan has issued an RFP for discretionary private markets advisory services and hopes to wrap up the search in the third quarter.

06.04.21
Large-Cap
Southern Plan Begins Large-Cap Growth, Consultant Searches

The plan is seeking up to two domestic large-cap growth equity managers and a defined contribution consultant.

06.04.21
Consultant/OCIO/Discretionary
Midwest Plan Eyes Consultant RFP Issuance

The plan expects to issue its general investment consultant RFP later this month.

06.04.21
Consultant/OCIO/Discretionary
Southern University Narrows Consultant Search; Adds Private Commitments

A university based in the South has narrowed its search for an investment consultant to five semifinalists.

06.03.21
Industry News
Glenmede Opens New Pittsburgh Office

Glenmede has established a private wealth office in Pittsburgh as part of a regional expansion strategy, the firm announced.

06.03.21
Consultant/OCIO/Discretionary
West Coast Deferred Comp Seeking Project-Based Consultant

The selected firm will assist in an upcoming record keeper search.

06.02.21