Consultant/OCIO/Discretionary

Industry News
River & Mercantile Spins Off U.S. Business

The U.S. business is rebranding as Agilis and is headquartered in Boston.

01.28.22
People Moves
Meketa Senior Analyst To Depart

Departure follows those of two others at the firm earlier this month.

01.28.22
Consultant/OCIO/Discretionary
Chicago Police To Issue Consultant RFP

A Chicago plan agreed to issue an investment consultant RFP on Jan. 31.

01.28.22
Consultant/OCIO/Discretionary
Northeast Plan Launches Private Markets Consultant Search

The plan is seeking a consultant to oversee its private markets portfolio.

01.27.22
Consultant/OCIO/Discretionary
Canadian University Seeks Consultant For Pension Plan

A Canadian university has issued an RFP seeking an investment consultant for its pension plan for standard due diligence purposes and the incumbent is allowed to rebid.

01.27.22
Consultant/OCIO/Discretionary
Southern Education Foundation Searches For Consultant

An education foundation in the South is seeking an investment management consultant for its investment portfolio as it looks to minimize short-term risk, preserve capital and grow over the long term.

01.27.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Moves To New Consultant

A foundation in the mid-Atlantic region moved to a new investment consultant last year following an invitation-only RFP as its previous investment consulting team left its incumbent provider.

01.27.22
Consultant/OCIO/Discretionary
Southwest Plan Approves Credit Consultant Search

Private credit consultant search follows the evolution of the plan’s non-core fixed-income portfolio.

01.26.22
Consultant/OCIO/Discretionary
New England Plan Begins Investment Consultant Search

The plan last conducted a consultant search in 2015.

01.25.22
Consultant/OCIO/Discretionary
Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22