Consultant/OCIO/Discretionary

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
Large-Cap
Mid-Atlantic Plan Axes Managed Volatility Equity Mgr.

A Mid-Atlantic pension plan terminated a managed volatility equity manager at last week’s board meeting.

05.12.20
Consultant/OCIO/Discretionary
Western State Trust Retains Investment Consultant

A trust fund in a Western state retained its investment consultant at its board meeting this week.

05.07.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Southwest Fire Plan Seeking Investment Advisor Services

A Southwestern fire pension fund is searching for investments consulting/management services.

05.07.20
Consultant/OCIO/Discretionary
Alpha Capital Mgmt., Nasdaq Launch Outsourced CIO Indices, Release Q4 Results

Alpha Capital Management and Nasdaq created a suite of indices that measure the performance of outsourced cios.

05.07.20
Searches And Hires Consultant/OCIO/Discretionary
Northwest City Seeking Investment Consulting Services

A city in the Northwest has issued an RFP seeking investment consulting services.

05.04.20