Consultant/OCIO/Discretionary

Searches And Hires
Midwestern College System Issues Discretionary Investment Advisor RFP

A college system based in the Midwest has issued an RFP seeking a discretionary investment advisor.

04.20.20
Consultant/OCIO/Discretionary
Southwest Plan Hires Consultant For Portfolio Review

A Southwestern pension plan hired an investment consultant to conduct a review of its investment trust in January.

04.16.20
Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Western Foundation Postpones Investment Advisor Search Due To COVID-19

A Western foundation has postponed its search for a discretionary investment advisor in light of the emergence and spread of COVID-19.

04.15.20
Searches And Hires Consultant/OCIO/Discretionary COVID-19 News
Canadian University Cancels Investment Consultant Search

A Canadian university has canceled its search for an investment consultant for its three endowment pools.

04.15.20
Real Estate Consultant/OCIO/Discretionary
Florida Firefighters Plan Retains Investment Consultant

A Florida firefighters pension fund has retained its general investment consultant after a due diligence review.

04.15.20
Consultant/OCIO/Discretionary
Southeast Plan Approves Consultant Hire

A Southeastern pension plan made a hire in its investment consultant search last month.

04.14.20
Searches And Hires
Mid-Atlantic 529 Program Searching For Investment Consultant

A Mid-Atlantic 529 program has issued an RFP seeking an investment consultant.

04.13.20
Real Estate Alternatives Searches And Hires
Midwest Plan Issues Private Markets Consultant RFP

A Midwest state plan has issued an RFP seeking private markets consultants.

04.13.20
Administrator/Record Keeper
Southwest Transit Authority Posts Investment Advisor RFP

A Southwestern transportation authority has issued an investment advisory services RFP on behalf of its retirement plans.

04.09.20
Searches And Hires
U.S. Territory Plan Cancels U.S. Small-Cap, Int’l Equity RFPs

A U.S. territory plan has canceled its RFPs seeking domestic small-cap and international equity managers due to the coronavirus pandemic.

04.09.20