Consultant/OCIO/Discretionary

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
Consultant/OCIO/Discretionary
Southern Plan Swaps Discretionary Consultants

The foundation hired a new discretionary investment consultant following an invitation-only search process from earlier in the year.

11.03.22
Consultant/OCIO/Discretionary
Southeast City Eyes New Pension Consultant Hire

The plan will recommend the hire of a new pension investment consultant at a meeting this week.

11.02.22
Consultant/OCIO/Discretionary
New England Plan Begins Investment Consultant Search

The plan hired two firms following the issuance of an RFP in 2019 due to the contract expiration of its incumbent provider.

11.01.22