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Consultant/OCIO/Discretionary

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
Small-Cap
Northeast State Plan To Begin U.S. Small-Cap Equity Mgr. Search

The plan is searching for small-cap firms for a domestic equity portfolio that is entirely with large-cap managers.

12.09.20
Mid-Cap
Southwest Plan Watching Mid-Cap Mgr.

A Southwestern pension plan placed a domestic mid-cap value “next generation” manager on watch at today’s board meeting.

12.08.20
Consultant/OCIO/Discretionary
Midwest Plan Concludes Investment Consultant Search

A Midwestern employees pension system hired Callan to provide investment consulting services for its defined contribution plans at a board meeting today.

12.08.20
Consultant/OCIO/Discretionary
Mid-Atlantic County Seeking 457 Plan Consultant

A county plan in a Mid-Atlantic state has launched an investment consultant RFP.

12.07.20
Consultant/OCIO/Discretionary
Southwest Plan Prepping Consultant Search

Plan would launch search in 2021 and the incumbent will be welcome to rebid.

12.04.20
Consultant/OCIO/Discretionary
Canadian University Searching For Investment Consultant

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

12.03.20
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