Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
California Foundation Hires Investment Advisor

A foundation based in California has hired a discretionary investment advisor to manage its endowment and general investment portfolios.

11.25.20
Consultant/OCIO/Discretionary
Mid-Atlantic Fund Searching For Investment Consultant

A fund in the Mid-Atlantic region has issued an RFP seeking an investment consultant for its various investment pools.

11.25.20
Consultant/OCIO/Discretionary
West Coast Plan Begins Consultant Search

The plan issued a general investment consultant RFP for the first time in a decade.

11.24.20
Consultant/OCIO/Discretionary
Southern Teachers Plan Posts Consultant RFP

A pension fund in the South Central region of the U.S. has begun its general investment consultant search due to the expiring contract of its incumbent.

11.24.20
Consultant/OCIO/Discretionary
Rocky Mountain Plan Retains Investment Consultant

A pension fund in the Rocky Mountain region retained its general investment consultant following an RFP search.

11.20.20
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

A Midwestern pension plan has issued a general investment consultant RFP after postponing its issuance due to the COVID-19 pandemic.

11.20.20
Domestic Equity
Northwest Deferred Comp Plan Hires New Domestic Equity Mgr.

A Northwestern deferred compensation plan hired a new domestic small-cap value equity manager to replace a terminated firm at a board meeting yesterday.

11.19.20
Consultant/OCIO/Discretionary
Great Lakes Plan Taps Consultant

Plan concluded its general investment consultant search with a hire at today’s board meeting.

11.19.20
Consultant/OCIO/Discretionary
Northeast Plan Welcomes New Consultant; Cancels Outstanding Searches

A Northeastern pension plan has canceled its outstanding investment manager searches due to a new consultant hire.

11.19.20
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Hires New Investment Consultant

A community foundation in the Mid-Atlantic region hired a new investment consultant to help oversee its investment portfolio at the beginning of the year.

11.19.20