Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Plan Posts Private Credit Consultant RFP; Senior Investment Officer To Retire

The plan is searching for a private credit/debt consultant and will lose a team member of 30 years and head of its fixed-income and global income strategies since 2000 to retirement.

11.10.22
Consultant/OCIO/Discretionary
Southern Healthcare System Postpones Finalist Interviews

The system has postponed finalist interviews in its search for consultants to oversee its portfolio due to Tropical Storm Nicole, which is expected to strike the state this evening.

11.10.22
Small-Cap
Southern Trust Fund Adds U.S. Small-Cap Mgr. To Watch; Renews Consultant Contract

The fund added the domestic small-cap equity manager to its watchlist this summer due to underperformance and will review the firm next year.

11.10.22
People Moves
Aksia Bolsters Global Private Credit Team

Alternatives investment consultant Aksia has added two professionals to its global private credit team.

11.09.22
Consultant/OCIO/Discretionary
Mid-Atlantic College Pursuing New Endowment Mgmt. Model

The college is pursuing an outsourced cio model as its cio is set to leave after almost a decade in the role.

11.09.22
Consultant/OCIO/Discretionary
Mid-Atlantic University Seeks Discretionary Manager

The university is seeking firms to provide discretionary investment management services for its endowment and will give preference to firms that can provide an African American as lead manager.

11.09.22
Consultant/OCIO/Discretionary
Midwest Plan Slates Consultant RFP, A/A Study

The plan will issue a general investment consultant RFP due to an upcoming contract expiration and conduct an asset allocation study to consider eliminating its risk parity asset allocation.

11.04.22
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consultant

The current consultant’s contract has expired.

11.03.22
Consultant/OCIO/Discretionary
Northeast Plan Slates Alternatives Consultant Decision

The plan, which launched an invitation-only search this year, will make a decision next week.

11.03.22
Consultant/OCIO/Discretionary
Southern Healthcare System Narrows Consultant Search

The system will hear presentations from four finalists next week in its search for a consultant to oversee its defined pension, defined contribution and operating funds.

11.03.22