Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England Transit Plan Posts Investment Advisor RFP

The plan is seeking an independent investment advisor to advise on the management of its assets.

01.28.21
Consultant/OCIO/Discretionary
Northwest Deferred Comp Plan Hires New Investment Consultant

The hire concludes an RFP that was launched in September.

01.28.21
Asset Study/Review
New England University To Review A/A, Makes HF Changes

A university in New England will review its asset allocation at a spring meeting, where its outsourced cio may adjust targets.

01.27.21
Consultant/OCIO/Discretionary
Midwest University Preparing Investment Advisor Search

A university based in the Midwest is preparing to launch an investment advisor search this summer.

01.27.21
Consultant/OCIO/Discretionary
Southern Community Foundation Hires Investment Advisor

A community foundation based in a Southern state has hired an investment advisor for its long-term pool.

01.27.21
Consultant/OCIO/Discretionary
West Coast 457 Plan To Issue Consultant RFP

Plan expects to issue the RFP next month due to the contract expiration of its incumbent.

01.27.21
Consultant/OCIO/Discretionary
Great Lakes Plan Eyes Consultant RFI

A Great Lakes plan expects to issue an RFI for investment consulting and custodial services in March.

01.26.21
Alternatives
West Coast Plan Seeking Firm To Conduct Private Markets Advisor Search

Plan hopes to hire a third-party firm in the third quarter to run its impending private markets advisor search.

01.26.21
Consultant/OCIO/Discretionary
Calif. County Issues PE Advisor RFP

The plan has issued an RFP seeking a private equity advisor.

01.25.21
Consultant/OCIO/Discretionary
Windy City Plan Launches Consultant RFP

Plan issued an RFP for general investment consulting services following a board meeting held this week.

01.22.21