Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southeast City Nears Record Keeper Hire

The city interviewed five firms this week after issuing an RFP last year.

02.14.24
Consultant/OCIO/Discretionary
Midwest Railway Hires Trust Fund Investment Advisor

The hire concludes a search that was launched in August.

02.14.24
Consultant/OCIO/Discretionary
West Coast Trust To Issue General Investment Consultant RFP

The trust’s existing consultant contract expires this year.

02.14.24
Consultant/OCIO/Discretionary
Southwest Pension Narrows Investment Consultant Search

The plan agreed to move forward on due diligence with four firms in its general investment consulting services search.

02.13.24
Consultant/OCIO/Discretionary
Northwest Pension Plan Issues Consultant RFPs

The pension plan expects to conclude the searches between April and May.

02.13.24
Consultant/OCIO/Discretionary
Ill. 457 Plan Seeking Investment Consultant

The deferred compensation plan posted an RFP for investment consulting services.

02.12.24
Consultant/OCIO/Discretionary
Midwest Pension Plans Seeking Investment Advisor

A utilities district in a Midwestern state is on the lookout for an investment advisor for its two retirement plans.

02.12.24
Consultant/OCIO/Discretionary
Conn. Pension Launches General, Alts. Consultant Searches

The retirement fund has issued RFPs for a general consultant as well as an alternatives consultant to advise on private equity, credit, real estate, real assets and hedge funds.

02.09.24
Consultant/OCIO/Discretionary
Michigan Pensions Hire New Consultant

The retirement systems concluded a general investment consultant search last month following finalist interviews held last quarter.

02.08.24
Consultant/OCIO/Discretionary
Southwest Community College Retains Discretionary Advisor

The institution rehired its discretionary investment advisor over two other finalists following the issuance of an RFP in the first quarter of 2023.

02.08.24