Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Deferred Comp Plan Slates Consultant RFP

The plan was set to vote on its final contract extension with its incumbent consultant this month.

03.22.24
Consultant/OCIO/Discretionary
Housing Authority Posts Investment Advisor, Retirement Plan Services RFPs

Authority has issued RFPs for both retirement plan investment advisory services and retirement plan services on behalf of its roughly $29.5 million in assets.

03.21.24
Consultant/OCIO/Discretionary
Southern University Rehires Investment Consultant

The university rehired its investment consultant for its long-term and cash pools following the issuance of an RFP in the fourth quarter for standard due diligence purposes

03.20.24
People Moves
Investment Consulting & Outsourced CIO Firm Hires Senior Consultant

The firm has hired a senior investment consultant from another investment consulting firm to work with nonprofit clients.

03.20.24
Consultant/OCIO/Discretionary
West Coast State Fund Launches Investment Consultant Search

The state fund-of-funds has issued an RFP seeking an investment consultant due to the upcoming contract expiration of its incumbent provider, which is eligible to rebid.

03.20.24
Consultant/OCIO/Discretionary
Western Fund To Conduct Consultant Search Next Year

The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.

03.20.24
Consultant/OCIO/Discretionary
Texas Pension Plan Hires New Consultant

The pension fund hired a new consultant last month after finalist interviews held in January.

03.19.24
Consultant/OCIO/Discretionary
Northeast Town Nears OCIO Hire

The new outsourced cio will handle the town’s pension and OPEB trust.

03.18.24
Consultant/OCIO/Discretionary
Midwest Pension Board Posts Performance Consultant RFP

The search is being conducted as part of a previously approved investment consultant strategy.

03.15.24
Consultant/OCIO/Discretionary
Mercer Completes Acquisition of Vanguard Outsourced CIO Business

The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.

03.15.24