Consultant/OCIO/Discretionary
A board based in the Southwest has issued its RFP for an investment consultant for the state’s college savings plan.
Plan will conduct a search for domestic large-cap value managers in light of organizational changes at an incumbent firm.
A secure savings program in the Rocky Mountain region is seeking an investment consultant.
A town in the Southwest has hired a firm to oversee its investment portfolio following a search from October.
A West Coast deferred compensation plan has reissued its investment consultant RFP after postponing the search last year.
The plan selected a new investment consultant last week, replacing an incumbent it has been working with since 2009.
A Southwestern plan has chosen an investment advisor to oversee its $134 million portfolio.
The plan had been expected to begin the search consistent with its administrative review policy.
A community foundation in the Mid-Atlantic region transitioned to an outsourced cio model last month with the hiring of a firm to handle its more than $300 million in assets.
One partner serves as a consulting director, while the other is a research analyst.
