Consultant/OCIO/Discretionary

Asset Study/Review Consultant/OCIO/Discretionary
California Foundation Hires New Investment Consultant

A California-based foundation hired a new investment consultant to oversee its approximately $15 million investment portfolio earlier this year.

07.25.19
Administrator/Record Keeper Consultant/OCIO/Discretionary Deferred Compensation
Florida City Seeks Consultant To Assist With Administrator Search

A Florida city is seeking a consultant to assist with a plan administrator search for its deferred compensation plan.

07.24.19
Consultant/OCIO/Discretionary
Southwest Plan Concludes Investment Consultant Search

A pension plan in the Southwest has hired a new general investment consultant.

07.24.19
Domestic Equity Small-Cap Consultant/OCIO/Discretionary
New England Airport Authority Seeking Investment Consultant

An airport authority in New England has issued an RFP seeking investment consulting services.

07.24.19
Searches And Hires
Florida Pension Fund Sets Investment Consultant Release Date

A large city pension fund in Florida will issue an investment consultant RFP at the end of the month.

07.22.19
Consultant/OCIO/Discretionary Deferred Compensation
West Coast County Rehires DC Plan Investment Consultant

A West Coast County has rehired NFP to provide investment consulting services for its four retirement plans.

07.22.19
Real Estate Alternatives Private Equity
Midwest Plan Launches Consultant Searches

A pension plan in the Midwest has issued a pair of RFPs in search of consultant services.

07.19.19
Domestic Equity Private Equity Consultant/OCIO/Discretionary
Northeast Plan Posts Private Equity RFP

A plan in the Northeast has issued an RFP seeking private equity consultants.

07.19.19
Consultant/OCIO/Discretionary
Texas Plan Taps Concludes Investment Consultant Search

A Texas-based plan has assigned its consulting services to a new firm.

07.18.19
Fixed-Income Searches And Hires Consultant/OCIO/Discretionary
California University Issues Bond Mgr., Investment Consultant RFPs

A California university has issued RFPs seeking fixed-income managers for its liquidity and intermediate duration portfolios and a consultant for its 403(b) Supplemental Retirement Plan.

07.18.19