Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Rehires General Investment Consulting Services

A Midwestern pension fund has rehired its general investment consultant over two other finalists following an RFP process.

10.08.20
Searches And Hires
Texas Health Network Eyes Retirement Plans Consultant

A Texas health network is seeking an investment consultant to provide analysis, advice, direction and general guidance on the fund structure, investment lineup, implementation and administration of its retirement plans.

10.08.20
Daily Feed
Southern Plan To Consider Int’l Fixed-Income, High-Yield Mgrs.

A plan in a Southern state will hear replacement options for an international fixed-income manager and high-yield fixed-income manager next month due to performance concerns.

10.08.20
Consultant/OCIO/Discretionary
Southern State Rehires Consultant For 529 Plan

A Southern state treasury department has rehired an investment consultant on behalf of its 529 plan following a search from earlier this year due to the firm’s impending contract expiration.

10.08.20
Consultant/OCIO/Discretionary
Mid-Atlantic University Outsources Endowment Mgmt.

A university in the Mid-Atlantic region moved to an outsourced cio model from the traditional investment consulting model this summer.

10.08.20
Consultant/OCIO/Discretionary
Mid-Atlantic City Plan Drafting Consultant RFP

A city pension fund in the Mid-Atlantic region has begun drafting an RFP for a general investment consultant due to the expiration of its incumbent provider.

10.05.20
Consultant/OCIO/Discretionary
Southern Treasury Rehires Consultant

A Southern State Treasury Department has rehired its investment consultant following an RFP process.

10.01.20
Consultant/OCIO/Discretionary
Mid-Atlantic 529 Concludes Investment Consultant Search

A 529 program based in the Mid-Atlantic region rehired its investment consultant following a search from April.

10.01.20
Consultant/OCIO/Discretionary
Western Foundation Exits Small-Cap Growth Investment

A foundation based in the West liquidated an investment with a domestic small-cap equity manager in advance of the firm’s closure.

10.01.20
Consultant/OCIO/Discretionary
West Coast Plan To Explore Discretionary Private Markets Consultant Services

A West Coast pension plan expects to pursue a private markets consultant search next year after increasing its private equity and private credit targets this week.

09.30.20