Consultant/OCIO/Discretionary

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

The plan is seeking a single firm to provide consulting on traditional and alternative investments.

03.01.21
Consultant/OCIO/Discretionary
Northeast Authority Concludes Investment Advisor, Custodian Search

The authority made a hire in its search for investment advisory and custodial services for its pension plan earlier this month.

02.25.21
Consultant/OCIO/Discretionary
Southern Teachers Plan To Make General Investment Consultant Change

The plan will interview three firms to replace its longtime incumbent in April.

02.24.21
Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Consultant/OCIO/Discretionary
East Coast Transportation Authority Concludes Pension Fund Investment & Trustee Services Search

An East Coast transportation authority concluded its search for pension fund investment and trustee services at a board meeting this month.

02.23.21
Consultant/OCIO/Discretionary
Great Lakes DC Plans Retain Investment Consultant

County 457 and 401(a) plans in the Great Lakes region have rehired a general investment consultant as the result of a recent search.

02.19.21
Consultant/OCIO/Discretionary
Northeast Plan Begins Investment Consultant Search

The plan has been drafting an investment consultant RFP “to see what else is out there.”

02.18.21
Consultant/OCIO/Discretionary
Western College Moves To Outsourced CIO Model

A college in the West transitioned to an outsourced cio model from its traditional investment consulting model for its endowment last year.

02.17.21
Consultant/OCIO/Discretionary
Great Lakes Funds Post Investment Consulting Services RFI

Great Lakes area investment funds have issued a joint RFI for investment consulting services.

02.17.21
Stable Value
West Coast 457 Retains Stable Value Fund Manager

The plan retained its stable value fund manager following an RFP search.

02.17.21