Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern City Seeking 457 Plan Advisor

A Southern city is seeking investment advisory and consulting services on behalf of its two deferred compensation plans.

12.16.20
Consultant/OCIO/Discretionary
Rocky Mountain Agency Taps DC Consultant

A Rocky Mountain agency has hired Portfolio Evaluations to provide investment consulting services for its two defined contribution plans.

12.16.20
Consultant/OCIO/Discretionary
Midwest Fire Plan Taps First Investment Consultant

Plan selected its first general investment consultant last week following finalist interviews held in October.

12.15.20
Consultant/OCIO/Discretionary
NEPC Adds Three Partners, Four Principals

These additions bring the firm to 47 partners and 20 principals.

12.15.20
Consultant/OCIO/Discretionary
Northeast Plan Seeking Investment Consultant

A Northeastern pension plan issued an investment consultant RFP this week.

12.10.20
Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20
Consultant/OCIO/Discretionary
Southern University Selects Consultant; Transitions Passive Equity Mandate

A university based in the South has selected an investment consultant to wrap up its search from the first quarter.

12.10.20
Consultant/OCIO/Discretionary
Great Plains Nonprofit Seeks Investment Consultant

A nonprofit based in a Great Plains state has issued an RFP for an investment consultant.

12.10.20
Consultant/OCIO/Discretionary
Southern Endowment Hires Outsourced CIO To Complete Search

An endowment in the South hired a new outsourced cio to handle its investment portfolio to wrap up a search from late 2019.

12.10.20
Consultant/OCIO/Discretionary
Western Foundation Selects New Investment Consultant Following RFI, RFP Process

A foundation in the West has selected a new investment consultant for its long-term and sustainable and responsible investment portfolios following the issuance of an RFI in January.

12.10.20