Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Great Lakes DC Plans Retain Investment Consultant

County 457 and 401(a) plans in the Great Lakes region have rehired a general investment consultant as the result of a recent search.

02.19.21
Consultant/OCIO/Discretionary
Northeast Plan Begins Investment Consultant Search

The plan has been drafting an investment consultant RFP “to see what else is out there.”

02.18.21
Consultant/OCIO/Discretionary
Western College Moves To Outsourced CIO Model

A college in the West transitioned to an outsourced cio model from its traditional investment consulting model for its endowment last year.

02.17.21
Consultant/OCIO/Discretionary
Great Lakes Funds Post Investment Consulting Services RFI

Great Lakes area investment funds have issued a joint RFI for investment consulting services.

02.17.21
Stable Value
West Coast 457 Retains Stable Value Fund Manager

The plan retained its stable value fund manager following an RFP search.

02.17.21
Consultant/OCIO/Discretionary
Midwest Plan Eyes Private Markets Consultant Approval

Plan’s investment advisory committee agreed to endorse a private markets consultant recommendation that will require full board approval later this month.

02.16.21
Consultant/OCIO/Discretionary
Midwest City Seeking Defined Contribution Program Consultant

The city is seeking an advisor for the program as it will issue another RFP to consolidate the record keeping, plan administration and investment services.

02.12.21
Alternatives
West Coast Plan To Receive Non-Traditional Asset Pacing Plans

The pacing plans are part of its 2021 annual asset class investment plans.

02.11.21
Consultant/OCIO/Discretionary
Southwest University Seeks Investment Advisor

A university in the Southwest is seeking a firm to provide guidance on making investment decisions, assess investment performance and evaluate investment opportunities for its endowment and investment funds.

02.11.21
Consultant/OCIO/Discretionary
Louisiana Plan Makes Consultant Change

The plan approved the hire of a new general investment consultant at its pension committee meeting today.

02.10.21