Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Florida Plans Issue Consultant RFP

The authority is seeking an investment consultant for its over $300 million in retirement plan assets.

01.08.25
Consultant/OCIO/Discretionary
Northeast 457 Plans Retain Consultant

The hire concludes an RFQ search launched in September.

01.08.25
Consultant/OCIO/Discretionary
Western Plan Seeks Municipal Advisor

The plan has issued an RFP seeking a municipal advisor to provide general advice and counsel to staff as well as guidance on overall industry issues and trends.

01.08.25
Consultant/OCIO/Discretionary
Western Trust Concludes Consultant Search

The trust fund recently selected a firm to serve as its general investment consultant and help oversee its portfolio following a launched last year.

01.08.25
Consultant/OCIO/Discretionary
Northeast Pension Rehires OCIO

The incumbent saw its previous general investment consulting relationship transition to an outsourced cio model in 2021.

01.07.25
Consultant/OCIO/Discretionary
Texas Pension Posts Private Markets Consultant RFP

The retirement system issued an RFI for the services last year and does not currently utilize a dedicated consultant for private markets.

01.06.25
Consultant/OCIO/Discretionary
West Coast Pension Eyes General Board Consultant RFP

The plan will consider moving forward with a general investment board consultant search at its investment committee meeting this week.

01.06.25
Consultant/OCIO/Discretionary
Virginia Pension Issues Consultant RFP

The retirement system expects to conclude the search at a May 9 board meeting.

01.03.25
Consultant/OCIO/Discretionary
New England Pension Begins Consultant Search

The plan is seeking firms to provide general and alternatives consulting services.

01.02.25
Consultant/OCIO/Discretionary
Nonprofits Continue To Outsource Investment Management Responsibilities

Nonprofits were busy hiring investment consultants and outsourced cios to oversee their portfolios this year including seven that swapped out their incumbent for new relationships and five that handed over their investment management responsibilities to discretionary providers from either an internal team or a general consultant.

01.02.25