Consultant/OCIO/Discretionary

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
People Moves
New England College Names First CIO From Yale

An investment director at Yale University will join a New England college as its first cio at the end of the second quarter.

04.12.21
Credit/Private Debt
West Coast Plan Posts Private Credit Mgr. RFP

The plan is seeking a firm to provide non-discretionary management services for its newly created private credit portfolio.

04.12.21