Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. County Targets New RE Consultant

The plan’s incumbent real estate consultant did not respond to an RFP issued due to its contract expiration.

01.11.21
Consultant/OCIO/Discretionary
Southwest Plan Seeking Investment Consultant

Plan has issued an RFP for retirement plan advisory services related to investments.

01.11.21
Consultant/OCIO/Discretionary
West Coast City Seeking Investment Advisor

A West Coast city is seeking an investment advisor to assist with a record keeper RFP search for its deferred compensation and retirement health savings plans.

01.07.21
Consultant/OCIO/Discretionary
Midwest Plan To Review Investment Consultant RFP

A Midwestern pension plan is slated to review the RFP at an investment committee meeting later this month.

01.07.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Consultant/OCIO/Discretionary
Northeast Plan Finalizing Consultant RFP

The Northeastern plan will issue an RFP “to see what else is out there.”

01.06.21
Emerging/Diverse Managers
Consultants Form Institutional Investing Diversity Cooperative

The Institutional Investing Diversity Cooperative will promote more robust data and a broader industry definition of diversity.

01.06.21
Consultant/OCIO/Discretionary
Great Lakes Plan Retains Incumbent Consultant

Plan retained its incumbent consultant following an RFP process initiated in September.

01.06.21
Consultant/OCIO/Discretionary
Northeast Plan Posts Investment Consultant RFP

A Northeastern pension plan has launched its investment consultant search following approval of the RFP late last year.

01.06.21