Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Arizona Plan To Conduct Consultant Searches

The plan has not put its consultant contracts out to bid in more than 12 years.

04.01.21
Consultant/OCIO/Discretionary
Great Plains University Selects Consultant For Retirement Plans

A university based in the Great Plains region has selected an investment consultant in its search for a firm to perform program review services of its retirement plans.

03.31.21
Consultant/OCIO/Discretionary
Russell Investments Partners With Hamilton Lane

The partnership will provide Russell’s global clients with access to Hamilton Lane’s private markets investment solutions and data-driven research and technology tools, creating an open-architecture platform across asset classes.

03.30.21
Searches And Hires
Canadian University Seeks Private Equity Consultant

A university in Canada has issued an RFP seeking a private equity investment consultant to assist with the management of its operating and endowment funds.

03.29.21
Industry News
DiMeo Schneider Rebrands As Fiducient

The new brand represents the combination of DiMeo Schneider and Fiduciary Investment Advisors.

03.29.21
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