Consultant/OCIO/Discretionary

People Moves
Outsourced CIO Adds Investment Ops Director From Northeast Foundation

An outsourced cio has hired a director of investment operations to oversee all investment administration related functions, including performance reporting, operational due diligence and client onboarding.

08.12.21
Consultant/OCIO/Discretionary
Calif. Plan To Conduct Consultant Search; Retains PE Advisor

The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.

08.11.21
Consultant/OCIO/Discretionary
Great Lakes Plan Slates New Consultant RFP

Plan will issue an investment committee-approved general investment consultant RFP next week.

08.11.21
Consultant/OCIO/Discretionary
Midwest Plan Retains Consultant; Concludes Opportunistic Credit Mgr. Search

The plan retained its general investment consultant and hired two opportunistic credit managers at a special investment board meeting last week.

08.09.21
Consultant/OCIO/Discretionary
Midwest Plan Begins Consultant Search

The plan has issued its general investment consultant RFP due to its incumbent’s contract expiration.

08.09.21
Consultant/OCIO/Discretionary
West Coast Plan Concludes Consultant Search

The plan concluded its consultant search after a due diligence team report last week.

08.06.21
Consultant/OCIO/Discretionary
Great Lakes Plan Rehires Consultant

The plan rehired its incumbent following a search launched in March.

08.06.21
Consultant/OCIO/Discretionary
Midwest Plan Delays Consultant RFP; Slates RE Mgr. Presentation

The plan will issue its general investment consultant RFP next year after initially expecting to conduct the search this year.

08.05.21
Consultant/OCIO/Discretionary
New England Port Plan Issues Investment Consultant

The plan rehired its incumbent in two prior searches.

08.05.21
Consultant/OCIO/Discretionary
Hyas Group To Be Acquired

The Portland, Ore.-based consulting firm was launched in 2008 by former Arnerich Massena employees.

08.05.21