Consultant/OCIO/Discretionary

People Moves
Investment Advisor Names OCIO Practice Head

The firm has named a head of its institutional outsourced cio practice, which is housed within a wholly owned subsidiary, to unify several legacy offerings and develop new strategies to solve client needs.

02.02.23
Consultant/OCIO/Discretionary
Midwest Nonprofit Hires Outsourced CIO

The institution hired an outsourced cio to oversee its portfolio following a search from last year for standard due diligence and the restructuring of its former investment consultant.

02.02.23
Consultant/OCIO/Discretionary
Western State Plan Concludes PE Consultant Search

The plan rehired its incumbent private equity consultant last month.

02.01.23
Administrator - Bundled
Southern Council Seeking DC Plan Advisory Services

Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.

02.01.23
Consultant/OCIO/Discretionary
New England Plan Eyes New Public Markets Consultant

The board will consider hiring a new public markets consultant later this month.

01.31.23
Consultant/OCIO/Discretionary
Chicago Plan Launches Consultant RFP

The plan rehired its incumbent consultant after last conducting a search for the services in 2018.

01.30.23
Consultant/OCIO/Discretionary
West Coast County D.C. Plans Rehire Stable Value Consultant

The firm was also the sole bidder to an RFP issued last summer.

01.30.23
Consultant/OCIO/Discretionary
Western Trust Fund Consultant RFP Canceled; New Search Process Unclear

The fund canceled its RFP seeking a non-discretionary investment consultant to oversee its trust fund late in the fourth quarter as the consultant’s contract was slated to begin Dec. 1.

01.27.23
Consultant/OCIO/Discretionary
West Coast Plan Approves General Investment Consultant Search

The current consultant will see its contract expire this year.

01.26.23
Consultant/OCIO/Discretionary
Mid-Atlantic College Hires Firm For Operating Portfolio

The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.

01.26.23