Consultant/OCIO/Discretionary

People Moves
Investment Consultant Senior V.P. Departs For New Role

The senior v.p. and advisor at the investment consulting firm recently left to pursue a new opportunity at a firm providing individual and family wealth advisory services.

03.13.24
Consultant/OCIO/Discretionary
Rocky Mountain City Seeking Consultant For DC Plans

The plans currently work with general investment consultant Cook Street Consulting.

03.13.24
Consultant/OCIO/Discretionary
Northeast Pension Launches General Consultant RFP

The search is due to the contract expiration of its incumbent.

03.13.24
Consultant/OCIO/Discretionary
Mid-Atlantic College Foundation Issues Investment Consultant RFP

The foundation has issued an RFP seeking an investment consultant to oversee and advise its diversified investment portfolio.

03.13.24
Consultant/OCIO/Discretionary
Southern 529 Launches Investment Consultant Search

The college savings plan is searching for a general investment consultant to advise on its investment objectives, policies and asset allocation.

03.12.24
Consultant/OCIO/Discretionary
Canadian Agency Seeking OCIO Services

The search is due to the upcoming Dec. 31 contract expiration of its current provider.

03.12.24
Risk Parity
Colo. County Pension Plan Swaps Risk Parity Managers

The pension plan’s outsourced cio recently hired two risk parity managers to replace the incumbent due to underperformance.

03.11.24
Consultant/OCIO/Discretionary
Rocky Mountain City Rehires Consultant For DB Plans

The city last rehired the plans’ general investment consultant in 2016.

03.08.24
Consultant/OCIO/Discretionary
Calif. County Hires New Consultant

The plan opted to replace its incumbent at a board meeting yesterday.

03.07.24
Industry News
A Seat At The Table: HBCUs Work To Overcome Limited Internal Resources, Smaller Asset Bases To Grow Toward Sustainability

Historically Black colleges and universities have had to operate without the support and resources made available to their peers traditionally, yet they have persisted in fostering their students and communities.

The institutions are facing new and increased pressure to leverage their endowment investments to ensure continued independence and long-term sus­tainability, something that is proving to be difficult as HBCU investment returns have lagged their non-HB­CU peers for the past three years due to smaller allo­cations to alternatives and significantly fewer invest­ment management resources, among other factors.

03.07.24