Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
NJ 457 Plans Seeking Consultant

County has five plans totaling more than $100 million in assets.

09.14.23
Consultant/OCIO/Discretionary
New England 529 Plan Hires New Investment Consultant

The plan hired a new general investment consultant in the second quarter after conducting a search for the services last year due to the contract expiration of the incumbent provider, which submitted a proposal.

09.13.23
Asset Study/Review
Midwest University Launches Asset Allocation Study

The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.

09.13.23
Consultant/OCIO/Discretionary
West Coast Pension Launches General Consultant Search

The consulting firm will work alongside the plan’s inaugural cio.

09.12.23
Consultant/OCIO/Discretionary
Northwest Pension Plan Eyes Consultant RFPs; Adds PE Commitment

The plan will consider issuing two consultant RFPs due to upcoming contract expirations and recently added a private equity commitment.

09.11.23
Consultant/OCIO/Discretionary
Midwest Pension Launches DC Consultant Search

A Midwest retirement system is seeking consulting services on behalf of its deferred compensation plan.

09.11.23
Consultant/OCIO/Discretionary
Mid-Atlantic Pension To Interview Consultant Finalists

The retirement system will also announce a new executive director next week.

09.11.23
Consultant/OCIO/Discretionary
Rocky Mountain City Seeking Consultant For DB Plans

The plans currently work with general investment consultant Innovest Portfolio Solutions.

09.08.23
Daily Feed
Southwest DC Plan Rehires Consultant

The incumbent consultant was awarded a new eight-year contract.

09.08.23
Consultant/OCIO/Discretionary
Calif. County Plan Eyes New Consultant

The plan’s board will vote on a recommendation at a meeting later this month following finalist interviews this week.

09.07.23