Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern Board Issues Investment Consultant RFP

The board has issued its RFP seeking an investment consultant to oversee assets across five plans due to the upcoming contract expiration of its incumbent consultant, which is invited to rebid.

03.21.23
Consultant/OCIO/Discretionary
Western Fund Extends Consultant Contracts

The fund approved one-year contract extensions for its general investment consultant and alternatives specialist consultant through 2024 at its board meeting earlier this month.

03.21.23
Consultant/OCIO/Discretionary
Midwest Plan Slates Consultant Interviews

The plan will hold a second round of finalist interviews in its consultant search next month and committed to an existing private equity manager in February.

03.20.23
Real Assets
Mid-Atlantic Plan Names Core RE Finalists; Hires New Credit Consultant

The plan began a core real estate search for diversification purposes.

03.17.23
Consultant/OCIO/Discretionary
Southeast 457 Plan Issues Advisory, Consulting RFP

The plan is seeking professional advisory and investment consulting services.

03.17.23
Consultant/OCIO/Discretionary
West Coast Plan To Revisit PE Consultant Finalists

The plan could not reach enough votes to approve rehiring its incumbent private equity consultant.

03.16.23
Consultant/OCIO/Discretionary
Midwest Public Trust Selects Discretionary Investment Mgrs.

A public trust fund affiliated with a Midwest metropolitan airport has selected two discretionary investment managers following an RFQ process from the start of the year.

03.15.23
Consultant/OCIO/Discretionary
Midwest Plan Launches Board Investment Consultant Search

The plan is seeking a firm to provide advisory and oversight services to its board.

03.15.23
Consultant/OCIO/Discretionary
Midwest University Extends Discretionary Consultant Contract

The university has approved extending the contract of its discretionary investment consultant for an additional three years through June 2026.

03.15.23
Consultant/OCIO/Discretionary
Southern Hospital System Conducting Investment Consultant Search

The health system has issued an RFP for an investment consultant for its defined benefit plan and defined contribution plan after rehiring its incumbent in late 2018.

03.15.23