Consultant/OCIO/Discretionary

Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Consultant/OCIO/Discretionary
Northeast Plan Finalizing Consultant RFP

The Northeastern plan will issue an RFP “to see what else is out there.”

01.06.21
Emerging/Diverse Managers
Consultants Form Institutional Investing Diversity Cooperative

The Institutional Investing Diversity Cooperative will promote more robust data and a broader industry definition of diversity.

01.06.21
Consultant/OCIO/Discretionary
Great Lakes Plan Retains Incumbent Consultant

Plan retained its incumbent consultant following an RFP process initiated in September.

01.06.21
Consultant/OCIO/Discretionary
Northeast Plan Posts Investment Consultant RFP

A Northeastern pension plan has launched its investment consultant search following approval of the RFP late last year.

01.06.21
Consultant/OCIO/Discretionary
Northwest 457 Plan Rehires Consultant

The plan rehired its incumbent from a candidate pool of six consultants.

01.04.21
Consultant/OCIO/Discretionary
Northeast Plan Selects New Investment Advisor

A Northeastern pension plan has hired a new investment advisor, replacing an incumbent it has been working with since 2006.

01.04.21
Consultant/OCIO/Discretionary
Northeast Plans Slate Investment Advisor RFP For 2021

A pair of Northeastern pension plans expect to issue an investment advisor RFP next year.

12.24.20
People Moves
Marquette Adds Five Analysts

The new hires include two research analysts, two performance analysts and a client analyst.

12.24.20