Consultant/OCIO/Discretionary

Private Equity
Texas Plan Approves PE Pacing Plan; Makes 2 Commitments

The plan has $39 million remaining to be committed to three private equity funds in 2023.

02.17.23
Consultant/OCIO/Discretionary
Mid-Atlantic Pension Plans PE Consultant Search

The search will begin in the next three to six months due to the upcoming contract expiration of the incumbent.

02.16.23
Consultant/OCIO/Discretionary
Southeast City Posts Investment Manager RFP

The city is seeking a discretionary investment manager for a portion of its portfolio.

02.15.23
Consultant/OCIO/Discretionary
Midwest 457 Plan Seeking Consultant

The plan is conducting the search for best practices purposes.

02.15.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Industry Consultant RFP

The college savings plan has issued its RFP seeking 529 industry consulting services due to the April 16 contract expiration of its incumbent provider.

02.14.23
Consultant/OCIO/Discretionary
Midwest Plan Launches Private Markets Consultant RFP

Plan staff intends to make recommendations for each component of the search in May and August, respectively.

02.13.23
Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Retain Consultant

The city awarded the contract to the plans’ incumbent general investment consultant last month.

02.10.23
Consultant/OCIO/Discretionary
Southeast 457 Plan Issues Consultant RFP

The county is seeking a firm to provide retirement plan consulting services.

02.10.23
Consultant/OCIO/Discretionary
Texas Plan Readies Consultant Search

Plan is seeking both general investment consulting and private markets consulting services in an invitation-only search slated to begin next week.

02.09.23
Consultant/OCIO/Discretionary
Great Lakes Transit Plans Hire Investment Consultant

The plans rehired their incumbent consultant following a search conducted last year.

02.09.23