Consultant/OCIO/Discretionary
The former cio of a university in the South launched an outsourced cio firm focused on endowments, foundations and other mission-oriented nonprofits on Jan. 1.
A health system in the South is searching for an investment consultant for its defined contribution retirement plans.
Plan hired its first independent investment consultant to oversee its approximately $40 million investment portfolio.
He will review and enhance new business processes, initially focusing on the firm’s $45 billion outsourced cio business before expanding to support its full sales process.
The plan begins its general investment consultant search due to the expiring contract of its incumbent.
The plan is seeking an independent investment advisor to advise on the management of its assets.
The hire concludes an RFP that was launched in September.
A university in New England will review its asset allocation at a spring meeting, where its outsourced cio may adjust targets.
A university based in the Midwest is preparing to launch an investment advisor search this summer.
A community foundation based in a Southern state has hired an investment advisor for its long-term pool.
