Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast Plan To Issue OCIO RFP

The plan will conduct the search in an effort to generate higher returns.

05.24.23
People Moves
Investment Firm Hires New Global Investing Head

The firm appointed its next president and head of global investing from an investment consulting firm as its current head will take on a newly created executive role as the firm’s first head of investment implementation.

05.24.23
Consultant/OCIO/Discretionary
Midwest Plan Eyes Consultant, OCIO Search

The search will be open to traditional investment consultants as well as outsourced cios.

05.19.23
Consultant/OCIO/Discretionary
West Coast DC Plans Issue Retirement Advisor RFP

The consultant will be responsible for approximately $100 million in plan assets.

05.19.23
Consultant/OCIO/Discretionary
West Coast Plan Hires Wilshire As New Consultant

The plan hired a new firm to provide general investment consulting services.

05.19.23
Searches And Hires
Southern Plan Slates Large-Cap Growth Mgr., Private Equity Consultant Searches

The plan authorized a search to replace a terminated domestic large-cap growth equity manager and will issue a private equity consultant RFQ soon.

05.18.23
Consultant/OCIO/Discretionary
Midwest Community College Seeks Consultant For Retirement Plans

The college is searching for an investment consultant to manage its 403(b) and 457(b) retirement plans and select and replace underlying funds on a discretionary basis.

05.18.23
Consultant/OCIO/Discretionary
Western University Searches For DC Plans Consultant

The university is searching for an investment consultant to review its 401(a) and 403(b) defined contribution plans and their operations.

05.18.23
Consultant/OCIO/Discretionary
Illinois County Seeking 457 Plan Services

The search is for best practices purposes.

05.17.23
People Moves
Outsourced CIO Adds Deputy CIO

The deputy cio will focus on portfolio construction, manager research and business development.

05.16.23