Consultant/OCIO/Discretionary
The pension plan will consolidate its general investment consulting and strategic alternatives consulting roles into a single relationship.
A college in New England will establish its own inhouse investment office led by a cio to manage its endowment and shift away from an outsourced cio.
A Northeastern pension plan expected to post a consultant RFP last month will do so in January.
A state university in the Midwest hired a new investment consultant following a search that began in early 2019 for due diligence purposes.
A healthcare organization based in the Midwest has issued an RFP seeking an investment consultant.
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.
