Consultant/OCIO/Discretionary
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
The firm has hired a senior investment consultant from another investment consulting firm to work with nonprofit clients.
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.
The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.
The pension fund hired a new consultant last month after finalist interviews held in January.
The new outsourced cio will handle the town’s pension and OPEB trust.
The search is being conducted as part of a previously approved investment consultant strategy.
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.
The senior v.p. and advisor at the investment consulting firm recently left to pursue a new opportunity at a firm providing individual and family wealth advisory services.
The plans currently work with general investment consultant Cook Street Consulting.