Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. County 457 Plan Posts Consultant RFP

The plan hired its current consultant in 2017 following a search for services.

11.01.22
Consultant/OCIO/Discretionary
West Coast Plan Issues Investment Consulting RFPs

The plan has begun its searches for general investment and public markets consulting services.

11.01.22
Consultant/OCIO/Discretionary
Northeast State Plan Seeking Public Markets Consultant

The plan will be responsible for a portfolio valued at more than $54 billion.

10.31.22
Consultant/OCIO/Discretionary
Midwest Plan Slates Private Markets Consultant Searches

The plan will issue an RFP for non-discretionary and discretionary services in January.

10.27.22
Consultant/OCIO/Discretionary
Southern Endowment Hires Outsourced CIO

The endowment hired an hired an outsourced cio to manage its newly created portfolio after hiring a president and ceo in the first quarter and selecting an investment coach to help develop investment policies in July 2021.

10.27.22
Consultant/OCIO/Discretionary
Midwest 457 Plan Taps First Consultant

The plan engaged with a firm to provide retirement plan advisory services after issuing an RFQ in the second quarter.

10.26.22
Consultant/OCIO/Discretionary
Mid-Atlantic 457 Plan Issues Consultant RFP

The plan last rehired Segal Marco Advisors as its general investment consultant in 2017.

10.25.22
People Moves
NEPC Adds Real Assets Investment Director

She will help identify and report on emerging investment themes across real asset markets.

10.25.22
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