Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest Public Trust Seeks Discretionary Investment Mgr.

The public trust fund is searching for discretionary investment managers to handle a portion of its $871 million investment portfolio comprised of fixed-income investments.

01.25.23
Consultant/OCIO/Discretionary
Mid-Atlantic County Seeks Consultant To Develop, Execute CDFI Fund

The county has issued an RFP seeking a consultant to help research, design and execute a Community Development Financial Institutions fund.

01.24.23
Consultant/OCIO/Discretionary
Mid-Atlantic College Hires Inaugural Outsourced CIO

The college has hired its first-ever outsourced cio to manage its endowment due to the departure of a senior staff member late last year.

01.24.23
Consultant/OCIO/Discretionary
West Coast City Sticks With Deferred Comp Consultant

The plan initiated a search last summer seeking a consultant for its deferred compensation and retiree health savings plans.

01.23.23
Consultant/OCIO/Discretionary
Southern Plan Charts Consultant Decision

Plan pushed finalist selection and interviews one month each to allow more time to review RFP submissions.

01.23.23
Consultant/OCIO/Discretionary
West Coast Plan Nabs Private Credit Consultant

Plan selected a maiden private credit consultant following finalist interviews held this week.

01.20.23
Consultant/OCIO/Discretionary
Mid-Atlantic 457 Plan Selects New Consultant

The plan previously worked with general investment consultant Segal Marco Advisors.

01.20.23
Consultant/OCIO/Discretionary
Calif. Plan Slates Private Credit Consultant Interviews

The plan expects to choose a private credit consultant following finalist interviews with three firms scheduled for tomorrow.

01.18.23
Consultant/OCIO/Discretionary
Calif. Plan Launches General, Private Markets Consultant Search

The plan has issued its investment consultant RFP which was approved last year.

01.18.23
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Hires Maiden Private Markets Consultant

The consultant will advise the plan’s nearly $335 million private markets portfolio.

01.17.23