Consultant/OCIO/Discretionary

Daily Feed
Southern Plan To Consider Int’l Fixed-Income, High-Yield Mgrs.

A plan in a Southern state will hear replacement options for an international fixed-income manager and high-yield fixed-income manager next month due to performance concerns.

10.08.20
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