Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern Retirement Plans Issue Investment Consultant RFP

The investment consultant will be responsible for a pension plan and an OPEB trust.

08.14.23
Consultant/OCIO/Discretionary
Midwest City Hires Project-Basis Consultant For DC Plan

The plan’s new project basis-consultant was chosen over finalists Hyas Group, Innovest Portfolio Solutions and Mesirow Financial.

08.11.23
Consultant/OCIO/Discretionary
Midwest 457 Plan Seeking Consultant

The village is seeking a firm to provide fiduciary and investment advisory services for its 457b plans.

08.09.23
Fixed-Income
Midwest Pension Plan Concludes Core FI Search; Retains Consultant

The pension plan hired a firm to complement its existing fixed-income managers and rehired its general investment consultant yesterday.

08.04.23
Consultant/OCIO/Discretionary
West Coast City Issues Consultant RFP

The city last issued an investment consultant RFP in 2020.

08.03.23
Consultant/OCIO/Discretionary
Southern Foundation Anticipates Searching For Consultant

The foundation expects to conduct a search for an investment advisor for its endowment later this year or early next year as its current advisor has struggled to recommend women- and minority-owned or led investment managers.

08.03.23
Consultant/OCIO/Discretionary
Mid-Atlantic District Seeking Retirement Plan Consultant

The selected general investment consultant will serve from Oct. 1 through Sept. 30, 2024.

08.01.23
Consultant/OCIO/Discretionary
Michigan Pension Plan Taps New Investment Consultant

The plan approved a recommendation from its audit committee on a new general investment consultant this week.

08.01.23
Consultant/OCIO/Discretionary
Calif. County Plan Issues Consultant RFP

The county is seeking an investment consultant for its $9.5 billion pool of assets.

07.31.23
Consultant/OCIO/Discretionary
Michigan Pension Systems Launch Consultant RFP

The incumbent firm is welcome to rebid in a search being conducted as part of a review of provider services.

07.28.23