Consultant/OCIO/Discretionary

People Moves
Callan Hires Real Assets Consultant

She will help cover non-core U.S. real estate, ESG and industrial strategies.

04.28.22
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Outsourced CIO Following RFP Process

A new outsourced cio was selected at yesterday’s board of directors meeting following the university’s issuance of an RFP for the services last year for due diligence purposes.

04.28.22
Consultant/OCIO/Discretionary
Windy City Plan Posts Consultant RFP

Chicago retiree health plan is seeking a general investment consultant to sign a five-year contract.

04.27.22
Daily Feed
Mid-Atlantic College Extends Consultant RFP Deadline

Deadline for proposals in college’s search for an investment consultant has been extended one week to May 11.

04.27.22
Consultant/OCIO/Discretionary
Southeast City Seeking Consultant For Deferred Comp Plans

The city is seeking a retirement plan consultant for its 401(a) and 457 plans.

04.26.22
Consultant/OCIO/Discretionary
Southern State Plan Concludes Consultant Search

The plan decided to stick with its general investment consultant following an RFP search.

04.25.22
Consultant/OCIO/Discretionary
Calif. Plan Nears Consultant Search Conclusion

Plan’s investment committee will review a recommendation to rehire the incumbent consultant.

04.22.22
Consultant/OCIO/Discretionary
Rocky Mountain City Retains Retirement Plan Consultant

The city retained incumbent Innovest Portfolio Solutions after issuing an RFP last year.

04.22.22
Consultant/OCIO/Discretionary
Southwest Plan Posts Credit Consultant RFP

Plan is surveying the market for private credit and credit-related consulting services due to the evolution of its non-core fixed-income portfolio.

04.21.22
Consultant/OCIO/Discretionary
California Transit Plan Opens Consultant Search

Plan is searching for a firm to review and recommend changes to its investment policies.

04.21.22