Consultant/OCIO/Discretionary

Searches And Hires
Mid-Atlantic Organization Seeks Discretionary Investment Advisory Services

A nonprofit organization in the Mid-Atlantic region has issued an RFP seeking an outsourced cio to provide investment advisory, management and reporting services for its portfolio.

07.15.21
Industry News
DuPont Sustainable Solutions Acquires ESG Consultant

Operations management consulting provider Dupont Sustainable Solutions acquired an ESG consultant that helps investors, corporations and non-governmental organizations, including nonprofits and foundations, integrate material ESG issues into corporate and investment strategies.

07.15.21
Consultant/OCIO/Discretionary
Southern City Plan Begins Investment Consultant Search

The plan’s incumbent consultant was first hired 11 years ago.

07.13.21
Consultant/OCIO/Discretionary
Provincial Plan Seeking Investment Consultant

The plan is searching for a firm to provide monitoring, reviews and manager searches.

07.09.21
Consultant/OCIO/Discretionary
New England Plan Reissues Outsourced CIO RFP

The previous winner’s hire was negated by the state agency.

07.08.21
Consultant/OCIO/Discretionary
Southern College Interviewing Consultant Finalists

A college in the South will interview three undisclosed finalists in its search for an investment consultant for its endowment and operating funds today.

07.08.21
Searches And Hires
Midwest Community College Issues Investment Advisory RFP

A community college based in the Midwest has issued an RFP seeking a firm to provide discretionary or non-discretionary investment advisory services.

07.08.21
Consultant/OCIO/Discretionary
New England University Moves To Outsourced CIO Model

A university in New England has moved to an outsourced cio model from its traditional investment consulting model for its endowment following a shortlist search from last year.

07.08.21
Domestic Equity
New England University Adds Small-Cap Equity, Bank Loan Investments

A university based in New England has added two commitments to its portfolios.

07.08.21
Consultant/OCIO/Discretionary
Midwest Nonprofit Organization Divests From Fossil Fuels; Hires Investment Advisor

A nonprofit organization in the Midwest has divested its endowment from fossil fuels and selected an investment advisor to manage the portfolio effective July 1.

07.08.21