Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Ohio City Retains Investment Advisor

The incumbent submitted the sole response to an RFQ issued in January.

04.16.26
Consultant/OCIO/Discretionary
West Coast Agency Seeks Investment Consultant

The state agency is seeking a consultant to advise and manage investments related to its conservatorship program, which provides fiduciary services to manage assets on behalf of veterans.

04.16.26
Consultant/OCIO/Discretionary
Midwest State Launches Consultant Search

The state’s treasurer’s office is seeking an investment consultant focused on sustainability practices to advise its combined portfolio totaling nearly $70 billion.

04.15.26
Consultant/OCIO/Discretionary
Washington D.C. Foundation Issues Investment Consultant RFP

The firm is seeking a mission aligned investment consultant to provide investment management and advisory services for its portfolio of cash and investments.

04.15.26
Consultant/OCIO/Discretionary
Northeast Pension Concludes Consultant Search

The retirement system interviewed three finalists for its general investment consultant search.

04.14.26
Consultant/OCIO/Discretionary
West Coast Pension Issues General Investment Consultant RFP

The search is due to the incumbent consultant’s upcoming contract expiration.

04.14.26
Equity
Windy City Pension OKs Equity Manager Searches; To Restart Consultant Search

The retirement fund will reissue a general investment consultant RFP after selecting a new firm for the role last month.

04.10.26
Consultant/OCIO/Discretionary
UN Issues Investment Consulting Services RFI

The organization’s office of investment management has issued an RFI seeking information on general consulting services to assist in investment managers’ searches and other services.

04.09.26
Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Discretionary Advisor

The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.

04.08.26
Consultant/OCIO/Discretionary
Northeast School District Taps Investment Consultant

The district issued an RFP in February on behalf of its operating and capital non-pension funds.

04.08.26