Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan To Review Investment Consultant RFP

A Midwestern pension plan is slated to review the RFP at an investment committee meeting later this month.

01.07.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Consultant/OCIO/Discretionary
Northeast Plan Finalizing Consultant RFP

The Northeastern plan will issue an RFP “to see what else is out there.”

01.06.21
Emerging/Diverse Managers
Consultants Form Institutional Investing Diversity Cooperative

The Institutional Investing Diversity Cooperative will promote more robust data and a broader industry definition of diversity.

01.06.21
Consultant/OCIO/Discretionary
Great Lakes Plan Retains Incumbent Consultant

Plan retained its incumbent consultant following an RFP process initiated in September.

01.06.21
Consultant/OCIO/Discretionary
Northeast Plan Posts Investment Consultant RFP

A Northeastern pension plan has launched its investment consultant search following approval of the RFP late last year.

01.06.21
Consultant/OCIO/Discretionary
Northwest 457 Plan Rehires Consultant

The plan rehired its incumbent from a candidate pool of six consultants.

01.04.21
Consultant/OCIO/Discretionary
Northeast Plan Selects New Investment Advisor

A Northeastern pension plan has hired a new investment advisor, replacing an incumbent it has been working with since 2006.

01.04.21
Consultant/OCIO/Discretionary
Northeast Plans Slate Investment Advisor RFP For 2021

A pair of Northeastern pension plans expect to issue an investment advisor RFP next year.

12.24.20