Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Midwest DC Plans Seeking Investment Advisor

The plans, which have $420 million in combined assets, are searching for an investment advisor.

08.15.22
Consultant/OCIO/Discretionary
New England Airport Lands New Consultant

The plan opted to hire a new consultant at a meeting this week, replacing its incumbent.

08.12.22
Consultant/OCIO/Discretionary
Northeast Plans Find New Consultant

The township found it wasn’t receiving the best service from its incumbent.

08.12.22
Consultant/OCIO/Discretionary
Windy City Plan Retains Investment Consultant

Plan retained a consultant last month after interviewing all seven respondents to the RFP in May.

08.10.22
People Moves
Outsourced CIO Seeks Newly Created Investment Associate Role

The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.

08.10.22
Consultant/OCIO/Discretionary
New England Airport Eyes New Consultant

The plan will look to hire a new consultant at a meeting later this week following a search launched due to the contract expiration of its incumbent.

08.09.22
Consultant/OCIO/Discretionary
Southeast Fire Plan Sticks With PFM

The plan opted to retain its investment consultant following a search.

08.09.22
Consultant/OCIO/Discretionary
West Coast City Launches Investment Advisor RFP

City is seeking a firm to provide discretionary investment advisor services on behalf of its $290 million in assets.

08.08.22
Consultant/OCIO/Discretionary
Northwest Plan Retains Consultant

The plan first hired its incumbent general investment consultant in 2008.

08.04.22
Surveys/Studies
Private Market ESG Strategies Help Drive OCIO Growth: Survey

Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.

08.04.22