Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Calif. Plan Approves General, Private Markets Consultant Search

The services sought include general board consulting as well as consulting for the plan’s private debt, private equity, real estate and infrastructure programs.

09.21.22
Consultant/OCIO/Discretionary
Western State Plan Begins General Consultant Search

The plan has issued its RFP for a general investment consultant after issuing a private equity consultant RFP earlier this month.

09.21.22
Consultant/OCIO/Discretionary
Florida Plan Narrows Consultant Search

The plan will interview five firms in its investment consultant search at a meeting next month.

09.20.22
Consultant/OCIO/Discretionary
West Coast Plan To Issue Private Equity Consultant RFP

The plan is seeking firms that offer core and specialized private equity consulting services.

09.16.22
People Moves
Investment Consultant Names New CEO

The new ceo will retain his previous responsibilities as a field consultant, while its former ceo will serve as chairman.

09.16.22
Consultant/OCIO/Discretionary
Calif. County Approves General Consultant RFP, Private Equity Commitment

The plan authorized staff to issue the RFP in November and committed to an existing buyout manager at yesterday’s board meeting.

09.16.22
People Moves
Investment Consulting Firm Expands Team

The firm added a consultant to focus on client service, investment policy, asset allocation and manager structure implementation last month.

09.16.22
Consultant/OCIO/Discretionary
Midwest Plan Slates Consultant Search; Adds PE Commitments

The plan will issue an investment consultant RFP in the coming months due to upcoming contract expirations and recently made two private equity commitments.

09.15.22
Consultant/OCIO/Discretionary
Southern University Foundation Switches OCIOs

The foundation hired a new outsourced cio to replace its incumbent discretionary provider following a search from last year.

09.15.22
Consultant/OCIO/Discretionary
Calif. Plan Eyes General Investment Consultant RFP Issuance

The plan will look to issue its general investment consultant RFP later this year due to the contract expiration of its incumbent.

09.14.22