Consultant/OCIO/Discretionary

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
Consultant/OCIO/Discretionary
Northwest State Nonprofit Pauses Consultant Search Due To COVID-19 Efforts

A nonprofit based in a Northwestern state has paused its consultant search to focus resources on COVID-19 response efforts.

05.13.20
Consultant/OCIO/Discretionary
Northeast Fund Hires Investment Consultant

A Northeastern insurance fund hired a new investment consultant in the first quarter.

05.13.20
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Midwest 457 Plan Seeking Consultant

A Midwestern 457 deferred compensation plan has launched an RFP for investment management consulting services.

05.13.20