Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southeast County Seeks DC Plan Consultant

County is searching for a firm to help find a service provider for two deferred compensation plans.

06.27.22
Consultant/OCIO/Discretionary
Washington D.C. Nonprofit Selects OCIOs

The nonprofit hired two firms as partner outsourced cios following an invitation-only RFP process last year.

06.23.22
Consultant/OCIO/Discretionary
Southeast City Taps New DC Plan Consultant

The city hired CAPTRUST Financial Advisors as its new consultant this month.

06.22.22
People Moves
Hamilton Lane Names Digital Assets Head

He will develop and oversee the firm’s digital asset strategy.

06.22.22
Consultant/OCIO/Discretionary
Midwest College Savings Plan Rehires Investment Consultant

The 529 program has renewed the contract with its incumbent consultant.

06.21.22
Consultant/OCIO/Discretionary
Midwest County Retains Consultant

County will stick with the incumbent after receiving five proposals in response to an RFP for its 457(b) and 403(b) deferred compensation plans.

06.17.22
Consultant/OCIO/Discretionary
Mid-Atlantic State Plan Seeks Help With Russia Divestment Efforts

The state passed legislation that requires Russian divestments.

06.16.22
People Moves
Marquette Adds Three Performance Analysts

The new analysts are responsible for performance calculations and client analysis.

06.16.22
Consultant/OCIO/Discretionary
Southern University Foundation Hires New Consultant

New investment consultant hire comes out of a late 2021 search for standard due diligence purposes.

06.16.22
Consultant/OCIO/Discretionary
Canadian Government Agency Hires Outsourced CIO

The agency hired an outsourced cio to provide investment management, operations, asset allocation strategy, client service and reporting services for more than $1 billion of its assets.

06.16.22