Consultant/OCIO/Discretionary
The university selected a new investment consultant for its treasury pool to conclude a search from last year.
The utilization of outsourced cios continues to expand quickly as the U.S. market, which accounts for 75% of the $3.3 trillion global outsourced cio marketplace, grew by 16% in 2025 driven primarily by organic growth.
The foundation selected a new investment consultant to oversee its portfolio following a search from last summer to uphold its fiduciary responsibilities.
The authority selected a firm to serve as consultant for its investment portfolios totaling more than $100 million in assets following a search from late last year.
The plan expects to issue its general investment consultant RFP next month.
The district is seeking investment consulting services for its approximately $100 million to $150 million in operating and capital non-pension funds.
The city hired an inaugural consultant for the trust in 2021 following a similar search process.
The city expects to issue an RFP and evaluate proposals by the plans’ May 7 board meeting.
An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.
The retirement association will issue a real estate consultant RFP this quarter due to the upcoming contract expiration of its incumbent.