Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Southeast Fire Plan Sticks With PFM

The plan opted to retain its investment consultant following a search.

08.09.22
Consultant/OCIO/Discretionary
West Coast City Launches Investment Advisor RFP

City is seeking a firm to provide discretionary investment advisor services on behalf of its $290 million in assets.

08.08.22
Consultant/OCIO/Discretionary
Northwest Plan Retains Consultant

The plan first hired its incumbent general investment consultant in 2008.

08.04.22
Surveys/Studies
Private Market ESG Strategies Help Drive OCIO Growth: Survey

Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.

08.04.22
Consultant/OCIO/Discretionary
Calif. City 457 Plan Renews Consultant, Record Keeper Contracts

The plan last retained its general investment consultant in 2017 and has worked with its incumbent record keeper for 10 years.

08.03.22
Consultant/OCIO/Discretionary
Michigan Plan Rehires Consultant

The plan rehired its investment consultant after initiating a search last quarter.

08.03.22
People Moves
Northern Trust Loses OCIO Lead

She has joined a nuclear power company as v.p. of investment strategy.

08.02.22
Consultant/OCIO/Discretionary
Outsourced CIO Adds New Nonprofit Clients

The firm added two new nonprofit organizations as clients in the first half of the year.

08.02.22
Consultant/OCIO/Discretionary
California Plan Posts Private Credit Consultant RFP

Plan is seeking a firm to provide non-discretionary private credit investment management services for its new 2% target to the asset class.

08.01.22
Consultant/OCIO/Discretionary
Illinois Plan Begins DC Consultant Search

The search is one of three being conducted by the plan this year due to the contract expirations of incumbent consultants.

08.01.22