Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
AndCo Expands Texas Presence With New Consultant

He will help build the firm’s presence in Texas as well as further expand its defined contribution and defined benefit capabilities nationally.

04.08.21
Searches And Hires
Southern University Issues Discretionary Manager RFP

A university in the South has issued an RFP seeking a firm to provide discretionary investment management services for an internally managed investment portfolio.

04.08.21
ESG
Great Plains Institution Considering ESG-Provision To Investment Policy

A university based in the Great Plains region is weighing an ESG provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings at its board meeting Friday.

04.08.21
Searches And Hires
Mid-Atlantic 529 Plan Seeks Investment Consultant

A 529 plan in the Mid-Atlantic region has issued an RFP seeking an investment advisor for its three plans.

04.08.21
Industry News
Pacific Investment Consultants To Join CAPTRUST

Pacific Investment Consultants has joined CAPTRUST Financial Advisors, the firm announced.

04.08.21
Consultant/OCIO/Discretionary
Arizona Plan To Conduct Consultant Searches

The plan has not put its consultant contracts out to bid in more than 12 years.

04.01.21
Consultant/OCIO/Discretionary
Great Plains University Selects Consultant For Retirement Plans

A university based in the Great Plains region has selected an investment consultant in its search for a firm to perform program review services of its retirement plans.

03.31.21
Consultant/OCIO/Discretionary
Russell Investments Partners With Hamilton Lane

The partnership will provide Russell’s global clients with access to Hamilton Lane’s private markets investment solutions and data-driven research and technology tools, creating an open-architecture platform across asset classes.

03.30.21
Searches And Hires
Canadian University Seeks Private Equity Consultant

A university in Canada has issued an RFP seeking a private equity investment consultant to assist with the management of its operating and endowment funds.

03.29.21
Industry News
DiMeo Schneider Rebrands As Fiducient

The new brand represents the combination of DiMeo Schneider and Fiduciary Investment Advisors.

03.29.21