Consultant/OCIO/Discretionary

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
Searches And Hires
Southern College Foundation Seeking Investment Consultant

A college foundation in the South has issued an RFP seeking an investment consultant to handle its foundation investments and mineral assets.

05.28.21
Consultant/OCIO/Discretionary
Ohio Fund Makes Consultant Hires

The fund will split its consultant relationship into separate general consultant and real estate consultant relationships.

05.27.21
Searches And Hires
West Coast Fund Reissues RFP For Investment Advisory Services

A fund on the West Coast has reissued an RFP seeking an investment advisor to provide investment management and custodial services for its investment portfolio.

05.27.21
Consultant/OCIO/Discretionary
Southern University Foundation Slates Discretionary Advisor Finalist Presentations

A university foundation in the South will interview three finalists in its discretionary investment advisor search next month after narrowing the search from eight semifinalists at its meeting this week.

05.27.21
Consultant/OCIO/Discretionary
West Coast University Foundation Outsources Endowment Management

A university foundation based on the West Coast has hired an investment advisor to manage its endowment beginning July 1.

05.27.21