Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Mass. University Foundation Hires New Consultant

A Massachusetts-based university foundation hired a new investment consultant earlier this year following a search that began last summer.

09.12.19
Consultant/OCIO/Discretionary
Rocky Mountain Authority Hires Outsourced CIO

A Rocky Mountain power authority has hired an outsourced cio to provide services for its defined benefit plan.

09.11.19
Searches And Hires Consultant/OCIO/Discretionary Deferred Compensation
Northwest 457 Plan Posts Investment Consultant RFP

A Northwest city is seeking an investment consultant for a 457 plan.

09.10.19
Searches And Hires Consultant/OCIO/Discretionary
Midwest Hoses Plan Launches Investment Consultant RFP

A Midwestern fire pension plan has initiated its RFP for general investment consulting services.

09.10.19
Consultant/OCIO/Discretionary
Ga. Plan Transitions Consultant Structure

A Georgia pension plan has transitioned to a new investment consultant structure.

09.06.19
Searches And Hires Consultant/OCIO/Discretionary
Mid-Atlantic Plan Posts Investment Consultant RFP

A pension plan from a Mid-Atlantic state has issued an RFP for investment consulting services.

09.05.19
Consultant/OCIO/Discretionary Trends
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market

Mark Titzer joined Dominican University as its v.p. for finance in May 2017 with an extensive to-do list from financial strategy and budgeting to rebidding all of its contracts and services. As more pressing day-to-day tasks and operational matters came across his desk, the task of rebidding contracts seemed to be falling down the pecking order like the stock market after an interest rate hike.

09.05.19
Consultant/OCIO/Discretionary
Midwest Health Plan Renews Consultant Contract

A Midwestern health plan has renewed an actuarial and consultant services contract with its incumbent provider.

09.05.19
Domestic Equity Real Estate Private Equity
SoCal Nonprofit Stops Search For Consultant For Private RE Equity Fund

A Southern California nonprofit has stopped its search for one or more consultants to serve as fund managers for a private real estate equity fund it was looking to raise.

09.05.19
Consultant/OCIO/Discretionary
Texas College Retains Investment Advisor

A Texas-based college retained its investment advisor for its operating funds portfolio earlier this year.

09.05.19