Consultant/OCIO/Discretionary

Surveys/Studies
Consultants, OCIOs Relationships Vital for Success, Access To Assets

Managers need to target consulting firms that align with their business, upgrade their consultant relations team, embrace consultant databases and position themselves as though leaders to successfully master those relationships, according to a new report.

07.27.23
Consultant/OCIO/Discretionary
Northeast Plan Concludes Consultant Search; Makes Commitments

The plan concluded its investment consultant and private investment consultant searches that began last year, retaining its general consultant and hiring a new private investment consultant.

07.26.23
Consultant/OCIO/Discretionary
Northeast Plan Makes PE Commitments, RE Consultant Hire

The plan made follow-on commitments and rehired its real estate consultant following an RFI process.

07.26.23
Consultant/OCIO/Discretionary
Florida Pension Posts Consultant RFP

The police and fire retirement plan is seeking consulting services after approving the search in May.

07.25.23
Administrator - Bundled
Great Lakes DC Plan Seeking Plan Provider

General consultant MBC Investment Consulting is assisting in the search.

07.24.23
Consultant/OCIO/Discretionary
New England Pension Plan To Interview 3 OCIOs

The plan will interview three firms in its outsourced cio search next week.

07.21.23
Profiles
Leadership Transition & Award Validate LCG Associates’ Client-First Style, Structure

A recent award recognition and leadership transition at independent investment consultant LCG Associates validates its structure and customized client-first approach.

07.20.23
Consultant/OCIO/Discretionary
Northeast Education Agency Seeking Investment Consultant

The agency is looking for a consultant to oversee roughly $50 million in non-pension funds.

07.20.23
Consultant/OCIO/Discretionary
Northeast Pension Plan To Rehire RE Consultant

The plan’s investment committee voted today to rehire its incumbent real estate investment consultant.

07.18.23
Consultant/OCIO/Discretionary
Southeast Pension Plan To Conduct General Consultant Search

The search is due to the upcoming contract expiration of its incumbent, which saw its contract extended by a year to allow for the search.

07.18.23