Consultant/OCIO/Discretionary
A fund in the South has issued its RFP seeking an investment consultant to help oversee its endowment portfolio.
A state university system has issued an RFP seeking an investment consultant for its defined contribution retirement plans.
A university foundation in the West will conduct a search for an investment consultant for its endowment this summer.
A university based on the West Coast revised its target asset allocation and retained its investment consultant at a meeting last month.
CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.
The search is due to the upcoming expiration of contracts with two incumbents.
The plan will hear from two finalists for a second round of interviews.
District has issued an RFP in follow up to an RFI for investment consulting services issued in February.
Community foundations are prioritizing diversity and have put an increased emphasis on considering hiring diverse managers for their portfolios, a new study found.
An organization in the Mid-Atlantic region has issued an RFQ seeking private equity advisors to provide due diligence of funds and direct equity investments as well as strategic planning, portfolio construction and other research.
