Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Mid-Atlantic Plan Issues Specialty Consultant RFI

The plan is searching for a firm to assist with a diversity, equity and inclusion survey.

05.20.21
Consultant/OCIO/Discretionary
Western Tribal College Seeks Discretionary Investment Advisor

A Western community college has issued an RFP seeking a discretionary investment advisor for its new investment portfolio.

05.20.21
Consultant/OCIO/Discretionary
West Coast Organization Hires New Investment Consultant

An organization based on the West Coast has hired a new investment consultant to oversee its portfolio following an invitation-only RFP from last year.

05.20.21
Consultant/OCIO/Discretionary
Large Pension Fund Seeking General Investment Consultant

The plan is searching for a firm to assist with manager searches, selection and oversight in public markets.

05.18.21
Consultant/OCIO/Discretionary
Midwest DC Plan Extends Investment Consultant Contract

The plan approved a five-year contract extension with its general investment consultant at today’s board meeting.

05.18.21
Consultant/OCIO/Discretionary
Chicago Plan Retains Investment Consultant

Windy City plan concluded a general investment consultant search at today’s board meeting.

05.17.21
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Consultant

A university foundation based in the South has hired a new investment consultant to oversee its endowment following an RFP process.

05.13.21
Consultant/OCIO/Discretionary
West Coast DC Plan Launches Retirement Consultant Search

The county is searching for a consultant for its four retirement plans.

05.12.21
Consultant/OCIO/Discretionary
Southern Plan Rehires General Consultant; To Begin DC Consultant Search

The plan rehired its longstanding consultant and will begin a search for a defined contribution consultant next month.

05.07.21
Consultant/OCIO/Discretionary
Southern University Seeks Consultant For Retirement Plans

A university in the South has issued an RFP seeking a firm to provide investment consulting services for its retirement and deferred compensation plans.

05.06.21