Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
West Coast Plan Finalizes Credit Consultant Search Requirements

Search is for a consultant to oversee a 2% portfolio to private credit approved in August 2020.

06.03.22
Consultant/OCIO/Discretionary
Southeast State Plan Taps New General Consultant

The plan hired Verus as its new general investment consultant at a meeting today.

06.02.22
Consultant/OCIO/Discretionary
Northwest State Plan Mulling Tangible Assets Consultant Rehires

Plan’s incumbent tangible assets consultants were the only respondents to an RFQQ issued in February.

06.02.22
Consultant/OCIO/Discretionary
Southeast F&P Plan Issues Consultant RFP

The retirement system has issued an RFP seeking general investment consulting services.

06.02.22
People Moves
Sarofim Founder, Chairman & Co-CIO Dies

His son will succeed him as chairman.

06.02.22
People Moves
Callan Snags Segal Marco V.P.

He will serve as a general investment consultant advising institutional investor plan clients.

06.02.22
Consultant/OCIO/Discretionary
New SEC Rule Requires Caution: Consultant Working Group

A working group of consultants has submitted a letter expressing reservations about a new rule from the Securities & Exchange Commission requiring climate disclosures for public companies.

06.02.22
Multi-Asset/Investment Advisor
Mid-Atlantic Institute Selects Investment Advisor Following Search

The institute retained its incumbent investment advisor following a search from last year.

06.01.22
People Moves
Southern University Hires Associate Director From Outsourced CIO

The new associate director of investments joins from a mid-Atlantic outsourced cio, where he was responsible for asset allocation and portfolio management.

06.01.22
Consultant/OCIO/Discretionary
Southwest Plan Hires Consultant

Plan hired a new consultant following presentations from three finalists at today’s meeting.

05.27.22