Consultant/OCIO/Discretionary

Industry News Consultant/OCIO/Discretionary
After The Deal: AndCo Consulting Finds Biggest Gains From Summit Strategies Sale

Six different consultants won business from former public defined benefit plan clients of Summit Strategies Group following the firm’s acquisition by Mercer in August 2018.

10.21.19
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Midwest Deferred Comp Plan Issues Advisor RFP

A Midwestern deferred compensation plan is seeking proposals from plan advisors.

10.21.19
Consultant/OCIO/Discretionary
Texas City Seeking Retirement Plan Consultant

A Texas city has launched a search for retirement plan consulting services.

10.18.19
Consultant/OCIO/Discretionary
Southeast Plan Issues Consultant RFP

A Southeastern pension plan has issued an RFP seeking an investment consultant.

10.18.19
Consultant/OCIO/Discretionary
Southeast Plan Concludes Investment Consultant Search

A Southeastern pension plan made a hire in its general investment consultant search today.

10.18.19
Searches And Hires Consultant/OCIO/Discretionary
Texas Plan Mulls Investment Consultant Hire

A Texas pension plan will consider hiring an investment consultant later this month.

10.17.19
Real Estate
California Commission Makes Hire To Determine Viability Of Real Estate Investing

A California land commission made a hire in its search for assistance in analyzing the risks and benefits associated with investing in real estate for its investment portfolio.

10.17.19
People Moves
Investment Consultant Appoints Senior Positions

An investment consulting firm has made two hires and promoted one team member.

10.17.19
Searches And Hires
Western Plan Approves Investment Consultant, Industry Consultant RFPs

A plan in the West approved the issuance of RFPs for an investment consultant and industry consultant at its board meeting last month.

10.16.19
Consultant/OCIO/Discretionary
Western College Savings Plan Hires Consultant

A Western college savings plan hired an investment consultant in the first quarter.

10.16.19