Consultant/OCIO/Discretionary

People Moves
Wilshire Announces Senior Leadership Changes

Changes take place as firm’s acquisition by CC Capital and Motive Partners becomes final.

01.14.21
Consultant/OCIO/Discretionary
Northeast Township Puts Investment Consultant Search On Hold

The township, which launched the search this past summer, does not plan on going forward with a hire at this time due to personnel turnover.

01.14.21
Consultant/OCIO/Discretionary
West Coast Plan Rehires Private Investment Consultants

The plan rehired consultants for its private markets portfolio following a review process.

01.14.21
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Discretionary Investment Advisor RFP; Revises AA

A university foundation in the South will issue an invitation-only RFP for a discretionary investment advisor between Jan. 13-15 as its policy requires the services be put out to bid every five years.

01.13.21
Consultant/OCIO/Discretionary
Calif. Plan Seeking Hedge Fund Consultant

A California pension plan has launched a search for hedge fund consulting services this week.

01.13.21
Consultant/OCIO/Discretionary
Midwest Plan Posts Consultant RFP

Plan has issued an RFP in search of general, real estate and/or private equity consulting services.

01.13.21
Consultant/OCIO/Discretionary
Midwest Police Plan Seeking General Investment Consultant

Search will be for the newly created fund’s maiden general investment consultant.

01.12.21
Consultant/OCIO/Discretionary
Great Lakes County Seeking DC Plan Consultant

County has issued an RFQ seeking consulting services on behalf of its 457(b) and 401(a) retirement plans.

01.12.21
Consultant/OCIO/Discretionary
Canada Pension Makes Investment Consultant Hire

The plan made a hire following an RFP process every five years.

01.11.21
Consultant/OCIO/Discretionary
Great Lakes City Seeking VEBA Plan Consultant

City’s search comes alongside one for third-party administration services on behalf of a newly created trust fund.

01.11.21