Consultant/OCIO/Discretionary

Credit/Private Debt
New England University Makes Credit Commitment; Extends Consultant Contract

A New England-based university made a private credit commitment and extended its investment consultant’s contract at a meeting last month.

06.25.20
Daily Feed
Southern 529 Plan Wraps Up Consultant Search; Adds Firms To Watchlist

A Southern 529 plan selected an investment consultant and added two investments to its watchlist at last month’s board meeting.

06.25.20
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Advisor RFP Next Year

A Southern university foundation expects to issue an invitation-only RFP for a discretionary investment advisor next year.

06.25.20
Consultant/OCIO/Discretionary
West Coast Plan Swaps General Investment Consultants

A West Coast pension fund has hired a new general investment consultant.

06.24.20
Consultant/OCIO/Discretionary
Southeast Utility Authority Begins Investment Consultant Search

A Southeastern utility authority is seeking an investment consultant for its three benefit plans.

06.23.20
Searches And Hires
New England Plan Issues Convertibles Manager, Private Consultant RFPs

A New England state pension fund has begun its convertibles manager and private consultant searches.

06.22.20
Multi-Asset/Investment Advisor
New England 529 Plan Approves General Investment Consultant Subcontract

A New England-based 529 plan approved a subcontract with a firm to expand the scope of its investment consulting services at a meeting last month.

06.18.20
Consultant/OCIO/Discretionary
Pacific Northwest Plan Issues General Investment Consultant RFP

A state pension fund in the Pacific Northwest has issued an RFP seeking general investment consulting services.

06.17.20
Consultant/OCIO/Discretionary
Southeast Utility Authority Seeking Deferred Comp Consultant

A Southeastern utility authority is seeking a consultant for its deferred compensation plan.

06.17.20
Consultant/OCIO/Discretionary
Great Lakes Plan Reviewing Outsourced CIO Services; Eyes Search

A Great Lakes pension plan will review outsourced cio services before approving an RFI/RFP process.

06.16.20