Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Plan Pushes Consultant RFP To January

A Northeastern pension plan expected to post a consultant RFP last month will do so in January.

12.17.20
Consultant/OCIO/Discretionary
Midwest State University Hires New Investment Consultant

A state university in the Midwest hired a new investment consultant following a search that began in early 2019 for due diligence purposes.

12.17.20
Consultant/OCIO/Discretionary
Midwest Healthcare Plan Issues Consultant RFP

A healthcare organization based in the Midwest has issued an RFP seeking an investment consultant.

12.17.20
Industry News
New Outsourced CIO Firm Launches

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.

12.17.20
Consultant/OCIO/Discretionary
Southern City Seeking 457 Plan Advisor

A Southern city is seeking investment advisory and consulting services on behalf of its two deferred compensation plans.

12.16.20
Consultant/OCIO/Discretionary
Rocky Mountain Agency Taps DC Consultant

A Rocky Mountain agency has hired Portfolio Evaluations to provide investment consulting services for its two defined contribution plans.

12.16.20
Consultant/OCIO/Discretionary
Midwest Fire Plan Taps First Investment Consultant

Plan selected its first general investment consultant last week following finalist interviews held in October.

12.15.20
Consultant/OCIO/Discretionary
NEPC Adds Three Partners, Four Principals

These additions bring the firm to 47 partners and 20 principals.

12.15.20
Consultant/OCIO/Discretionary
Northeast Plan Seeking Investment Consultant

A Northeastern pension plan issued an investment consultant RFP this week.

12.10.20
Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20