Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast State Fund Launches Investment Consultant Search

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.

03.20.24
Consultant/OCIO/Discretionary
Western Fund To Conduct Consultant Search Next Year

The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.

03.20.24
Consultant/OCIO/Discretionary
Texas Pension Plan Hires New Consultant

The pension fund hired a new consultant last month after finalist interviews held in January.

03.19.24
Consultant/OCIO/Discretionary
Northeast Town Nears OCIO Hire

The new outsourced cio will handle the town’s pension and OPEB trust.

03.18.24
Consultant/OCIO/Discretionary
Midwest Pension Board Posts Performance Consultant RFP

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

03.15.24
Consultant/OCIO/Discretionary
Mercer Completes Acquisition of Vanguard Outsourced CIO Business

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.

03.15.24
People Moves
Investment Consultant Senior V.P. Departs For New Role

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.

03.13.24
Consultant/OCIO/Discretionary
Rocky Mountain City Seeking Consultant For DC Plans

The plans currently work with general investment consultant Cook Street Consulting.

03.13.24
Consultant/OCIO/Discretionary
Northeast Pension Launches General Consultant RFP

The search is due to the contract expiration of its incumbent.

03.13.24
Consultant/OCIO/Discretionary
Mid-Atlantic College Foundation Issues Investment Consultant RFP

The foundation has issued an RFP seeking an investment consultant to oversee and advise its diversified investment portfolio.

03.13.24