Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Pension Eyes Consultant RFP

The plan will also consider a $30 million re-up commitment with a real estate manager.

01.30.25
Surveys/Studies
Unclear Marketplace Reporting Leads Toward Creating OCIO AUM Industry Standard

One consulting firm is making strides to create an industry standard for the rapidly growing yet underreported outsourced cio space.

01.29.25
Consultant/OCIO/Discretionary
Southern University Issues Investment Consultant RFP For Retirement Plans

The investment consultant will provide advisory services to support the management and optimization of the university’s investment portfolio, which includes defined contribution, optional retirement and voluntary savings plans.

01.29.25
Consultant/OCIO/Discretionary
Northeast Fund Issues Private Markets Consultant RFP

Fund is seeking a firm to serve as co-fiduciary and provide full service non-discretionary investment consulting services for its private markets portfolio mandates.

01.29.25
Consultant/OCIO/Discretionary
Michigan Authority Selects Retirement Plan Consultant

Authority expects to award a contract with a selected firm on Friday for services on behalf of its 457(b), 401(a) and retirement health savings plans.

01.29.25
Consultant/OCIO/Discretionary
Northeast Pension To Launch General Investment Consultant RFP

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

01.28.25
Consultant/OCIO/Discretionary
Mid-Atlantic Authority Rehires Investment Consultant

The authority concluded an RFP process that began in August.

01.27.25
Consultant/OCIO/Discretionary
West Coast 457 Plan Retains Consultant

Three total firms submitted proposals to an RFP process that began in August.

01.24.25
Consultant/OCIO/Discretionary
Colo. Authority Taps New OCIO

The plan issued an RFP in June “as part of its fiduciary responsibility.”

01.23.25
Consultant/OCIO/Discretionary
Southern College Savings Program Launches Investment Consultant Search

The programs are searching for a firm to provide consulting and advisory services related to plan design, allocations within multi-asset class options, selection and monitoring of investment managers and ongoing monitoring and reporting of investment performance.

01.23.25