Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Western College Foundation Switches Discretionary Consultants

New discretionary investment consulting hire follows a search from last year to reevaluate the foundation’s priorities after receiving a “transformational” gift.

05.18.22
Multi-Asset/Investment Advisor
New England Town Launces Investment Advisor Search

The town appears to have restarted a search that first began last year.

05.16.22
Consultant/OCIO/Discretionary
Great Lakes Plan Slates Consultant Decision

Plan expects to conclude a search for general investment consulting services in September.

05.16.22
Consultant/OCIO/Discretionary
Southeast City Posts Pension Consultant RFP

The city has issued an RFP seeking an investment consultant for its pension funds.

05.12.22
Consultant/OCIO/Discretionary
Mid-Atlantic DC Plans Seeking Investment Consultant

The plans’ incumbent was most recently rehired in 2017.

05.11.22
Consultant/OCIO/Discretionary
Calif. Plan Sticks With Verus

Plan retained its incumbent consultant over proposals from four other firms.

05.11.22
Consultant/OCIO/Discretionary
Northwest 529 Plan Rehires Investment Consultant

Contract renewal with incumbent investment consultant followed an annual review.

05.11.22
People Moves
Marquette Appoints Research Associate

He will work on research projects, construct manager searches and interact with investment firms.

05.10.22
Consultant/OCIO/Discretionary
Florida Plan Hires New Consultant

The plan followed its lead consultant to his new shop.

05.09.22
Consultant/OCIO/Discretionary
Mid-Atlantic City Searching For Investment Consultant

The city is searching for a consultant for its three pension funds with nearly $3 billion in assets.

05.09.22