A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.
A Southern city is seeking investment advisory and consulting services on behalf of its two deferred compensation plans.
A Rocky Mountain agency has hired Portfolio Evaluations to provide investment consulting services for its two defined contribution plans.
Plan selected its first general investment consultant last week following finalist interviews held in October.
These additions bring the firm to 47 partners and 20 principals.
A Northeastern pension plan issued an investment consultant RFP this week.
A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.
A university based in the South has selected an investment consultant to wrap up its search from the first quarter.
A nonprofit based in a Great Plains state has issued an RFP for an investment consultant.
An endowment in the South hired a new outsourced cio to handle its investment portfolio to wrap up a search from late 2019.