Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Deferred Comp Plan Rehires Consultant; Slates Record Keeper RFP

A Midwestern deferred compensation plan made a decision in its investment advisory and consulting services search.

05.26.20
Searches And Hires Consultant/OCIO/Discretionary
Great Lakes City Seeking Discretionary Mgmt. For Health Care Trust Funds

A Great Lakes city has launched a search for discretionary investment management services on behalf of its retiree health care trust fund portfolios.

05.22.20
Searches And Hires Consultant/OCIO/Discretionary
Illinois Plan To Issue General Consultant RFP

An Illinois pension fund will issue an RFP in June due to the contract expiration of its incumbent.

05.21.20
Announcements
Outsourced CIO Adds Managing Director

An outsourced cio recently added a managing director.

05.21.20
Announcements
COVID-19 Crisis Provokes Major Financial Shifts From Healthcare Organizations: Survey

Healthcare organizations are rebalancing back into risk assets in response to the unprecedented environment caused by the COVID-19 pandemic, according to a new survey.

05.21.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Mid-Atlantic School Board Seeking Deferred Comp. Plan Consultant

A Mid-Atlantic school board has issued an RFP for retirement plan consulting services for its deferred compensation plans.

05.15.20
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Calif. County 457 Plan Posts Consultant RFP

A California county 457 plan has launched a search for investment consulting services due to the incumbent’s contract expiration.

05.14.20
Consultant/OCIO/Discretionary
New England Plan Begins Consultant Search

A New England pension plan has issued its general investment consultant RFP.

05.14.20
People Moves
Marquette Associates Hires Philadelphia University Investment Staffer

Marquette Associates has added an investment staff member from a Philadelphia-based university.

05.14.20
Announcements
Western Consulting Firm Expanding East; Hires Local Managing Director To Head New Office

An investment consultant and outsourced cio in the West is expanding to the Midwest and East Coast with the opening of a new office in Pittsburgh.

05.14.20