Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. Pension Plan Concludes Specialized Consultant Search

The pension plan has selected one firm to provide hedge fund, credit and real assets consulting services.

06.13.24
People Moves
Investment Consultant Adds Senior V.P., Portfolio Advisor

The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.

06.12.24
Consultant/OCIO/Discretionary
Western College Wraps Up Retirement Plan Consulting Services Search

The college recently concluded its search for a firm to provide investment and plan advisory service for its defined contribution plans, retaining its incumbent advisor.

06.12.24
Consultant/OCIO/Discretionary
Outsourced CIO Closing After More Than A Decade Of Service

The outsourced cio is closing down after more than a decade of service and is in the process of offboarding clients, which it manages approximately $2.1 billion on behalf of.

06.12.24
Consultant/OCIO/Discretionary
Southwestern Healthcare Organization Seeks Consultant For Retirement Plans

The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.

06.12.24
Consultant/OCIO/Discretionary
Western University Issues Investment Consultant RFP For Retirement Plans

The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.

06.12.24
Credit/Private Debt
Northwest Pension Plan Eyes Private Debt Search, New A/A

The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.

06.11.24
Consultant/OCIO/Discretionary
Calif. Pension Plan Nears Specialized Consultant Hire

The pension plan will consider hiring one firm to provide hedge fund, credit and real assets consulting services next week.

06.07.24
Consultant/OCIO/Discretionary
Texas Fire Pension Posts Investment Consultant RFQ

The plan is seeking a firm to advise the fund on an ongoing, as needed basis to assist the board in making prudent investment management decisions.

06.06.24
Consultant/OCIO/Discretionary
Canadian University Extends Deadline In Outsourced CIO Search

The university has extended the deadline for proposals in its search for an outsourced cio to oversee its endowment and operating portfolios by 10 days.

06.05.24