Consultant/OCIO/Discretionary

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
People Moves
Hamilton Lane Adds To Client Relations Team

The new hire is responsible for cultivating new relationships in the Northeast.

05.25.22
Consultant/OCIO/Discretionary
Southeast City Seeking Advisor For DC Plans

The city has issued an RFP seeking investment advisory services for its 457 and 401(a) plans.

05.24.22