Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast Plan Approves General Investment, Public Markets Consultant Searches

The plan will soon issue RFPs for two investment consulting services providers.

10.21.22
Consultant/OCIO/Discretionary
Northeast State Savings Plan Seeking Investment Consultant

The program is searching for an investment consultant after its official launch this year.

10.20.22
Consultant/OCIO/Discretionary
New England Plan Makes Investment Consultant Switch

The plan hired a new general investment consultant after interviewing three finalists.

10.19.22
Consultant/OCIO/Discretionary
Midwest Plan Hires Board Investment Consultant

The plan hired a firm to assist the board with oversight of investment management functions.

10.18.22
Consultant/OCIO/Discretionary
Florida Plan Taps New Consultant

The plan, which has worked with its incumbent since 2002, elected to hire a new consultant yesterday.

10.18.22
Consultant/OCIO/Discretionary
Southwest Water System Posts Consultant RFP

The system is seeking a retirement plan investment consultant on behalf of its several funds after awarding a maiden contract for the services in 2018.

10.18.22
Consultant/OCIO/Discretionary
West Coast Plan To Conduct General Investment, Public Markets Consultant Searches

The plan expects to issue RFPs for two investment consultants in November.

10.14.22
Alternatives
Texas Plan Targeting Private Markets Reengagement

Plan will begin addressing high-level considerations and formulating plans to begin redeploying assets in private markets investments after halting new commitments since 2016.

10.14.22
Consultant/OCIO/Discretionary
Southern Plan Hires New General Investment Consultant

The plan selected a new general investment consultant after going out to bid in May.

10.13.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.

10.13.22