Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern University Foundation Slates Discretionary Advisor Finalist Presentations

A university foundation in the South will interview three finalists in its discretionary investment advisor search next month after narrowing the search from eight semifinalists at its meeting this week.

05.27.21
Consultant/OCIO/Discretionary
West Coast University Foundation Outsources Endowment Management

A university foundation based on the West Coast has hired an investment advisor to manage its endowment beginning July 1.

05.27.21
Consultant/OCIO/Discretionary
Midwest Foundation Hires New Investment Consultant

A foundation in the Midwest hired a new general investment consultant following an RFP process led by a search consultant last year.

05.27.21
Industry News
Commonfund Founder Dies

Commonfund Founder George Keane died of natural causes on May 20, the firm announced.

05.27.21
Consultant/OCIO/Discretionary
Texas Authority Seeking Consultant For Retirement Plans

The authority has issued an RFP seeking an investment consultant for its various retirement plans.

05.26.21
Consultant/OCIO/Discretionary
New England Plan Posts Investment Advisor RFP

The plan has issued an RFP seeking investment advisory and investment counsel services. 

05.25.21
Alternatives
Midwest Plan Bolsters Private Equity, Real Estate Portfolios

The plan approved new private equity and real estate commitments at a board meeting Friday.

05.25.21
Consultant/OCIO/Discretionary
Northeast Town Seeks OCIO

A Northeastern town is searching for an outsourced cio to manage its OPEB trust fund.

05.25.21
Consultant/OCIO/Discretionary
Midwest Plan Retains Consultant; Graduates Bond Manager

A Midwestern pension plan concluded its investment consultant search and graduated a fixed-income manager from its emerging manager program at today’s board meeting.

05.20.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Issues Specialty Consultant RFI

The plan is searching for a firm to assist with a diversity, equity and inclusion survey.

05.20.21