Consultant/OCIO/Discretionary

A community foundation in the South is seeking proposals from firms to provide investment consulting and custodial services for its investment portfolio.

City is seeking investment consulting services on behalf of its employees and retiree health care funds.

A college in New England will establish its own inhouse investment office led by a cio to manage its endowment and shift away from an outsourced cio.

A Northeastern pension plan expected to post a consultant RFP last month will do so in January.

A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.

A Southern city is seeking investment advisory and consulting services on behalf of its two deferred compensation plans.