Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern Institution Makes Award In Consultant Search

The college has awarded a new firm in its search for a single firm to provide investment management consulting services due to the impending contract expiration of its incumbent provider, which rebid for the services.

06.26.24
Consultant/OCIO/Discretionary
West Coast Fund Finishes Consultant Search

The venture fund-of-funds has made a selection in its search for an investment consultant for its more than $200 million portfolio.

06.26.24
Consultant/OCIO/Discretionary
West Coast DC Plan To Begin Consultant Search

A total of four consulting contracts will be up for bid.

06.24.24
Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Authorize Consultant Search

The defined contribution plans agreed to issue a targeted general investment consultant RFI for best practices.

06.24.24
Consultant/OCIO/Discretionary
Midwest Public Schools Deferred Comp Plans Seeking Consultant

The school system is seeking consulting services on behalf of its 457 and 403(b) retirement plans.

06.24.24
Consultant/OCIO/Discretionary
Louisiana Plan Makes Consultant Hire

The plan has hired a new general investment consultant.

06.21.24
Consultant/OCIO/Discretionary
Midwest Pension Launches Investment Consultant Search

The plan is seeking general investment consulting services but may also consider specialty consulting firms for real assets and private equity.

06.21.24
Consultant/OCIO/Discretionary
Midwest Pension Board Taps Performance Consultant

The hire concludes an RFP search launched as part of an investment consultant strategy in March.

06.20.24
Surveys/Studies
Community Foundations Show Increased Interest In Private Investment Allocations, OCIO Adoption: Survey

Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.

06.18.24
Consultant/OCIO/Discretionary
Midwest Pension Board Authorizes Asset Allocation Consultant Search

The search is being conducted as part of a previously approved investment consultant strategy.

06.18.24