Consultant/OCIO/Discretionary

Midwest Plan Concludes Second Phase In Opp. Credit Search

A Midwestern employees pension plan concluded the second phase of its search with the hire of two managers at today’s investment board meeting.

06.17.21

Northwest City Seeking DC Plan Investment Advisor/Consultant

The plan last issued an RFP for the services in 2018.

06.17.21

Searches And Hires

Southern Fund Issues Consultant RFP

A fund in the South has issued its RFP seeking an investment consultant to help oversee its endowment portfolio.

06.17.21

Searches And Hires

State University System Seeks Consultant For DC Retirement Plans

A state university system has issued an RFP seeking an investment consultant for its defined contribution retirement plans.

06.17.21

Searches And Hires

Western University Foundation Slates Consultant RFP

A university foundation in the West will conduct a search for an investment consultant for its endowment this summer.

06.17.21

Asset Study/Review

West Coast University Revises A/A, Retains Consultant

A university based on the West Coast revised its target asset allocation and retained its investment consultant at a meeting last month.

06.17.21

Consultant/OCIO/Discretionary

CAPTRUST Acquires Stewardship Financial Advisors

CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.

06.17.21

Consultant/OCIO/Discretionary

North Central Plan Begins Investment Consultant Search

The search is due to the upcoming expiration of contracts with two incumbents.

06.14.21

Consultant/OCIO/Discretionary

New England Plan Narrows Consultant Search

The plan will hear from two finalists for a second round of interviews.

06.11.21

Consultant/OCIO/Discretionary

Great Lakes District Posts Consultant RFP

District has issued an RFP in follow up to an RFI for investment consulting services issued in February.