Consultant/OCIO/Discretionary

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
Fixed-Income
Southwest Plan Fills Non-Core Bond Allocation

A Southwestern pension plan approved a multi-sector credit fund investment to fill a new allocation to non-core fixed-income last month.

09.29.20
Consultant/OCIO/Discretionary
Calif. County To Issue Investment Consultant RFP

A Calif. based plan will soon issue an RFP for general investment consulting services.

09.28.20
Consultant/OCIO/Discretionary
Ohio Fund To Seek Specialized Real Estate Consultants

An Ohio institution will seek proposals from specialized real estate consultants as part of an upcoming search being conducted due to the contract expiration of its incumbent general investment consultant.

09.25.20