Consultant/OCIO/Discretionary

Southern College Interviewing Consultant Finalists

A college in the South will interview three undisclosed finalists in its search for an investment consultant for its endowment and operating funds today.

07.08.21

Searches And Hires

Midwest Community College Issues Investment Advisory RFP

A community college based in the Midwest has issued an RFP seeking a firm to provide discretionary or non-discretionary investment advisory services.

07.08.21

Consultant/OCIO/Discretionary

New England University Moves To Outsourced CIO Model

A university in New England has moved to an outsourced cio model from its traditional investment consulting model for its endowment following a shortlist search from last year.

07.08.21

Domestic Equity

New England University Adds Small-Cap Equity, Bank Loan Investments

A university based in New England has added two commitments to its portfolios.

07.08.21

Consultant/OCIO/Discretionary

Midwest Nonprofit Organization Divests From Fossil Fuels; Hires Investment Advisor

A nonprofit organization in the Midwest has divested its endowment from fossil fuels and selected an investment advisor to manage the portfolio effective July 1.

07.08.21

Consultant/OCIO/Discretionary

New England Plan Concludes Investment Consultant Search

The plan concluded its investment consultant search following a special board meeting to conduct a second round of interviews.

07.07.21

Consultant/OCIO/Discretionary

Midwest 457 Plan Begins Investment Consultant Search

The plan has issued its RFP seeking investment consulting services.

07.06.21

Consultant/OCIO/Discretionary

Empire State Plan Retains Investment Consultant

State deferred compensation plan retained its incumbent investment consultant following a search initiated last quarter.