Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southwest Plan Prepping Consultant Search

Plan would launch search in 2021 and the incumbent will be welcome to rebid.

12.04.20
Consultant/OCIO/Discretionary
Canadian University Searching For Investment Consultant

A university in Canada has issued an RFP seeking an investment consultant to assist with the management of its endowment funds.

12.03.20
Consultant/OCIO/Discretionary
West Coast 457 Plan Issues Consultant RFP

A deferred compensation plan on the West Coast has begun a search for an investment consultant.

12.02.20
Consultant/OCIO/Discretionary
New England Plan Goes With Specialist Consultants

The plan will not have a full-time real estate consultant and will save $2 million over a five-year period.

12.01.20
Consultant/OCIO/Discretionary
Great Lakes City Seeking Defined Benefit Plan Services

A city in the Great Lakes region has issued an RFP seeking investment, custodial, actuarial and administrative services for its frozen defined benefit plan.

11.25.20
Surveys/Studies
Expected Outsourced CIO AUM Growth To Come From Asset Owners With Over $100 Million: Report

Outsourced cio providers expect to see client growth accelerate among mid- and large-sized asset owners moving forward, according to a recently released report.

11.25.20
Consultant/OCIO/Discretionary
California Foundation Hires Investment Advisor

A foundation based in California has hired a discretionary investment advisor to manage its endowment and general investment portfolios.

11.25.20
Consultant/OCIO/Discretionary
Mid-Atlantic Fund Searching For Investment Consultant

A fund in the Mid-Atlantic region has issued an RFP seeking an investment consultant for its various investment pools.

11.25.20
Consultant/OCIO/Discretionary
West Coast Plan Begins Consultant Search

The plan issued a general investment consultant RFP for the first time in a decade.

11.24.20
Consultant/OCIO/Discretionary
Southern Teachers Plan Posts Consultant RFP

A pension fund in the South Central region of the U.S. has begun its general investment consultant search due to the expiring contract of its incumbent.

11.24.20