Consultant/OCIO/Discretionary
A West Coast pension fund will issue an RFP for real estate consulting services due to the contract expiration of its incumbent provider.
Morgan Stanley Wealth Management has recruited Jeremy France to run Graystone Consulting, according to an internal memo obtained by NPNews.
A New England-based university made a private credit commitment and extended its investment consultant’s contract at a meeting last month.
A Southern 529 plan selected an investment consultant and added two investments to its watchlist at last month’s board meeting.
A Southern university foundation expects to issue an invitation-only RFP for a discretionary investment advisor next year.
A West Coast pension fund has hired a new general investment consultant.
A Southeastern utility authority is seeking an investment consultant for its three benefit plans.
A New England state pension fund has begun its convertibles manager and private consultant searches.
A New England-based 529 plan approved a subcontract with a firm to expand the scope of its investment consulting services at a meeting last month.
A state pension fund in the Pacific Northwest has issued an RFP seeking general investment consulting services.
