Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Finalist Interviews

The plan expects to conduct interviews with three finalists at an upcoming meeting.

04.20.21
Consultant/OCIO/Discretionary
Northeast Plan Issues Real Assets Consultant RFP

The plan has issued an RFP for real assets consulting services.

04.19.21
People Moves
Aksia Snags Portfolio Advisor From AndCo

The new advisor will work with Aksia’s North American clients on portfolio construction and manager selection.

04.19.21
Consultant/OCIO/Discretionary
Midwest Plan Posts Consultant RFP

A Midwestern pension plan has issued its RFP for general investment consulting services. 

04.16.21
Consultant/OCIO/Discretionary
West Coast 457 Sticks With Incumbent Consultant

The plan retained its general investment consultant following an RFP process from last year.

04.15.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Begins General Investment Consultant Search

The plan is conducting the search in anticipation of its incumbent’s expiring contract.

04.15.21
Consultant/OCIO/Discretionary
New England Plan Names Consultant Finalists

Five finalist will vie for the plan’s general investment consultant contract.

04.15.21
Consultant/OCIO/Discretionary
Western Health Care Plan Seeks Discretionary Investment Advisor

A health care plan based in the West is searching for a firm to provide discretionary investment advisory services for its operating and capital funds.

04.15.21
Hedge Funds
New England Plan Concludes HF Partner Search

The plan hired a firm that will help build a direct hedge fund portfolio.

04.14.21
Consultant/OCIO/Discretionary
Callan Adds Two V.P.s To Alts Consulting Group

One began on April 5, while the other joins on May 10.

04.13.21