Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Mid-Atlantic 457 Plans Launch Consultant RFQ

The plans last rehired their incumbent to a one-year contract following a search process completed in 2024.

08.13.25
Consultant/OCIO/Discretionary
Northwest Foundation Seeks Consultant, Exploring PE, Pvt. Credit Allocations

The foundation is seeking an investment consultant to advise its investment portfolio as it also explores increasing its private equity and debt allocations.

08.13.25
Consultant/OCIO/Discretionary
Investment Forum Seeks OCIOs For 2025 Survey

The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.

08.13.25
Consultant/OCIO/Discretionary
Northeast Foundation Outsources Investment Management

The foundation recently adopted a new discretionary investment model and away from its traditional consulting framework.

08.13.25
Consultant/OCIO/Discretionary
New England Pension To Issue Investment Consultant RFP

The plan last conducted a similar search in 2018.

08.12.25
Industry News
Mariner Institutional To Acquire Southeastern Advisory

The deal is expected to close in late September.

08.12.25
Consultant/OCIO/Discretionary
Texas DC Plans Seeking Consultant

The city hired its incumbent firm following a similar search process conducted in 2017.

08.11.25
Consultant/OCIO/Discretionary
Michigan Pension Taps Consultant

The retirement system opted to extend its contract for general investment consulting services to a firm recently hired for plan de-risking services.

08.11.25
Consultant/OCIO/Discretionary
New England Plan Names OCIO Finalists

The plan also lost its cfo last week.

08.11.25
Consultant/OCIO/Discretionary
Mid-Atlantic Pension Taps New Real Estate Consultant

The investment division has awarded a contract in its real estate consulting services search launched in January.

08.06.25