Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southern University Eyes Retirement Consultant

The university is seeking a consultant to provide fiduciary governance for its optional retirement plans.

07.14.22
Consultant/OCIO/Discretionary
Southern Healthcare System Issues Investment Consultant RFP

The system is searching for an investment consultant for its defined pension fund, defined contribution plan and operating funds.

07.14.22
Consultant/OCIO/Discretionary
Western 529 Plan Seeks Investment Consultant

The plan has issued an RFP seeking an investment consultant to oversee and advise on its assets due to the Aug. 31 contract expiration of its incumbent provider, which is allowed to rebid.

07.14.22
Consultant/OCIO/Discretionary
Northwest Plan Seeking Specialty Investment Consultant

The consultant will be responsible for a $3.7 billion opportunity portfolio.

07.13.22
People Moves
Verus Snags Marquette Analyst

She will be responsible for research, analysis and evaluation of investment managers across the international equities asset class.

07.12.22
Industry News
SageView Opens Seattle Office

The new office will initially focus on institutional retirement advisory services.

07.08.22
Industry News
Segal Marco Acquires West Coast Investment Consulting Practice

The transaction closed on July 6.

07.08.22
Consultant/OCIO/Discretionary
U.N. Plan Seeks Risk Advisor

The plan is searching for a firm to help its risk team adopt risk management methodologies.

07.08.22
Consultant/OCIO/Discretionary
Southern Teachers Plan Relaunches Specialty Consultant Search

The plan last relaunched the search in October after not receiving any responses to the initial search.

07.07.22
Consultant/OCIO/Discretionary
Midwest College Renews Consultant Contract

The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.

07.07.22