Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Florida Housing Authority Issues DC Plan Consultant RFP

The authority is seeking retirement plan consulting and pension administration services on behalf of its 457 and 401(a) plans.

05.26.23
Consultant/OCIO/Discretionary
Southern Plan Issues PE Consultant RFQ

The plan expects to announce an intent to award on June 15.

05.25.23
Consultant/OCIO/Discretionary
Midwest 457 Plan Rehires Investment Consultant

The plan opted to retain its incumbent investment consultant at a meeting last month.

05.24.23
Consultant/OCIO/Discretionary
Northeast Plan To Issue OCIO RFP

The plan will conduct the search in an effort to generate higher returns.

05.24.23
People Moves
Investment Firm Hires New Global Investing Head

The firm appointed its next president and head of global investing from an investment consulting firm as its current head will take on a newly created executive role as the firm’s first head of investment implementation.

05.24.23
Consultant/OCIO/Discretionary
Midwest Plan Eyes Consultant, OCIO Search

The search will be open to traditional investment consultants as well as outsourced cios.

05.19.23
Consultant/OCIO/Discretionary
West Coast DC Plans Issue Retirement Advisor RFP

The consultant will be responsible for approximately $100 million in plan assets.

05.19.23
Consultant/OCIO/Discretionary
West Coast Plan Hires Wilshire As New Consultant

The plan hired a new firm to provide general investment consulting services.

05.19.23
Searches And Hires
Southern Plan Slates Large-Cap Growth Mgr., Private Equity Consultant Searches

The plan authorized a search to replace a terminated domestic large-cap growth equity manager and will issue a private equity consultant RFQ soon.

05.18.23
Consultant/OCIO/Discretionary
Midwest Community College Seeks Consultant For Retirement Plans

The college is searching for an investment consultant to manage its 403(b) and 457(b) retirement plans and select and replace underlying funds on a discretionary basis.

05.18.23