Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Outsourced CIO Closing After More Than A Decade Of Service

The outsourced cio is closing down after more than a decade of service and is in the process of offboarding clients, which it manages approximately $2.1 billion on behalf of.

06.12.24
Consultant/OCIO/Discretionary
Southwestern Healthcare Organization Seeks Consultant For Retirement Plans

The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.

06.12.24
Consultant/OCIO/Discretionary
Western University Issues Investment Consultant RFP For Retirement Plans

The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.

06.12.24
Credit/Private Debt
Northwest Pension Plan Eyes Private Debt Search, New A/A

The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.

06.11.24
Consultant/OCIO/Discretionary
Calif. Pension Plan Nears Specialized Consultant Hire

The pension plan will consider hiring one firm to provide hedge fund, credit and real assets consulting services next week.

06.07.24
Consultant/OCIO/Discretionary
Texas Fire Pension Posts Investment Consultant RFQ

The plan is seeking a firm to advise the fund on an ongoing, as needed basis to assist the board in making prudent investment management decisions.

06.06.24
Consultant/OCIO/Discretionary
Canadian University Extends Deadline In Outsourced CIO Search

The university has extended the deadline for proposals in its search for an outsourced cio to oversee its endowment and operating portfolios by 10 days.

06.05.24
Consultant/OCIO/Discretionary
New England Plan Launches Search For Investment Consultant

The state agency has initiated a search for an investment consultant due to the upcoming contract expirations of its incumbent providers, which are allowed to rebid.

06.05.24
Consultant/OCIO/Discretionary
PFM Asset Management Brings Bolstered OCIO Business To Market

The PFMAM outsourced cio business has about $35 billion in assets under management and has turned to the endowment and foundation space as an area of emphasis.

06.05.24
Consultant/OCIO/Discretionary
Midwestern State Treasurer Launches Consultant Search

The treasurer’s office has issued an RFP seeking a general investment consultant for several of its portfolios.

06.05.24