Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast Plan Names Consultant Finalists

The plan will interview four finalists next month for its general investment consultant search.

03.26.21
Credit/Private Debt
Midwest Plan Concludes First Phase In Opp. Credit Search

A Midwestern employees pension plan concluded the first phase of an ongoing search with the hire of two multi-strategy and two mezzanine opportunistic credit managers at today’s board meeting.

03.26.21
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Hires Discretionary Advisor

A nonprofit in the Mid-Atlantic region has hired a discretionary advisor to provide investment management, advisory and reporting services for several of its short- and long-term investment pools.

03.24.21
Searches And Hires
Western Foundation Issues Consultant RFP

A foundation in the West has issued an RFP seeking an investment consultant or discretionary manager for two of its investment pools.

03.24.21
Surveys/Studies
Higher Education Institutions Demand Advisor, Consultant Services For Retirement Plans: Report

Advisors and consultants sought for more investment options and retirement readiness planning.

03.24.21
Consultant/OCIO/Discretionary
Texas Plan Issues Investment Consultant RFP

Plan has issued an RFP for general investment and private assets consulting services after postponing a previous search in 2018.

03.24.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Completes Consultant Search

Plan retained both private credit and hedge fund consultants following a search conducted last year.

03.24.21
Consultant/OCIO/Discretionary
Calif. City Taps Investment Advisor

A California city hired an investment advisor to assist with a record keeper RFP.

03.22.21
Consultant/OCIO/Discretionary
Rocky Mountain Police Plan Retains Investment Consultant

A Rocky Mountain police pension board retained its investment consultant following a search.

03.22.21
Consultant/OCIO/Discretionary
Great Lakes Plan Launches Consultant Search

Search follows one most recently conducted in 2016.

03.19.21