Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Extends Consultant Contract; Adds VC Commitment

The plan approved a three-year contract extension with its investment consultant and a commitment with an existing venture capital manager.

07.02.21
Consultant/OCIO/Discretionary
Midwest Plan Launches General Investment Consultant Search

The plan has begun its general investment consultant search to evaluate the current marketplace.

07.02.21
Consultant/OCIO/Discretionary
West Coast County Plan Votes To Stick With NEPC

The plan’s board voted to retain NEPC as its investment consultant after its investment committee was deadlocked on a decision.

07.02.21
Consultant/OCIO/Discretionary
Calif. DC Plan Retains Consultant

The plan retained Hyas Group after reissuing its general investment consultant RFP in March.

07.01.21
Consultant/OCIO/Discretionary
Great Lakes Plans Hire New Consultant

Employee retirement and retiree health care plans in a Great Lakes city have hired a new investment consultant.

07.01.21
Consultant/OCIO/Discretionary
Outsourced CIO To Join The Colony Group

An outsourced cio has been acquired by Focus Financial Partners and will become part of Focus partner firm The Colony Group, according to an announcement.

07.01.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Discretionary Advisor

A university foundation in the South selected a new discretionary investment advisor to oversee its endowment at an investment committee meeting last week.

07.01.21
Consultant/OCIO/Discretionary
West Coast Plan Selects Investment Advisor

A plan based on the West Coast has selected its investment advisor.

06.30.21
Consultant/OCIO/Discretionary
New England 457 Plan Issues Investment Advisor RFP

The plan is conducting the search due to the contract expiration of its incumbent.

06.30.21