Corporate Moves
Creative Planning Acquires RVK
The acquired firm has more than 200 institutional clients, including public retirement plans, endowments and foundations.
Tag: investment consultants
Manager Selection
Penn PSERS Approves up to $25B Public Equity Mandate With BNY Investments
The pension fund’s board also approved contract negotiations with its current general investment consultant Cerity Partners Retirement Plan Advisors.
Corporate Moves
Mercer to Acquire Investment Consultant SECOR Asset Management
The transaction is expected to close in the second quarter of 2025.
Manager Selection
Illinois Police Pension Narrows Private Markets Consultant Pick to Albourne, Callan
IPOPIF plans to allocate 20% of its portfolio to alternative investments, up from no current allocation to these asset classes.
Pensions
CalSTRS to Review General Investment Consultant RFP
Current consultant Meketa’s contract with the California teachers’ pension will end on June 30.
Manager Selection
SDCERA Seeks Investment Consultant
The San Diego County pension issued a request for proposal, with submissions due by December 13.
Corporate Moves
Hightower to Take Majority Interest in Investment Consultant and OCIO Provider NEPC
The acquisition would create a parent company with $1.8 trillion in assets under administration.
Pensions
Seattle, Austin Pension Funds Seek Investment Consultants
SCERS and COAERS have both issued RFPs for consultants with terms starting in the new fiscal year.
Newsmakers
Deadline Extended for 2023 Industry Innovation Awards Nominations
Consider nominating the asset owners, managers, consultants and service providers who are changing the industry for the better.
Newsmakers
Deadline Is Today for 2023 Knowledge Brokers Nominations
Chief Investment Officer is asking asset allocators which consultants and advisers have ‘done right by them’ in the current market environment.
Newsmakers
Teachers’ Retirement System of Illinois Issues RFP for Investment Consultant
The $60.7 billion pension system is seeking a firm to assist in investment decisions after RVK’s 5-year term expires this year.