Articles and Videos on Consultants
Cincinnati Retirement System issues investment consultant RFP
trueCincinnati Retirement System is searching for an investment consultant.
DOL fiduciary rule proposal on track for January
trueThe Department of Labor will propose a new fiduciary rule in January 2015, said an updated regulatory agenda issued by the Office of Management and Budget.
Revenue from outsourcing steams ahead
trueInvestment consultants have seen revenues from outsourced investment services increase in the past year at a faster pace than fees from advice-only services, but the business model for firms that offer both generally has stayed the same, based on a flat fee.
OCIO evolution means new challenges for managers
trueThe change in the kind of services consultants are providing their asset owner clients has changed the dynamic for money managers, who now are looking to get put on investment outsourcing platforms as well as being recommended by consultants for specific strategies to asset owners.
Mercer acquires Swiss private markets manager/consultant
trueMercer will acquire Swiss private markets manager and consultant SCM Strategic Capital Management, strengthening its alternative investment capabilities.
Northern Trust hires 2 for multimanager, consultant relations teams
truestrong>Armand Yambao was named pension risk strategist on Northern Trust's multimanager solutions team.
Cincinnati Retirement System to call for consultant
trueCincinnati Retirement System will search for an investment consultant either late this year or early in 2015.
Texas Prepaid stays with AKF as 529 plan consultant
trueTexas Prepaid Higher Education Tuition Board rehired AKF Consulting as a consultant, pending successful contract negotiations.
Newham Pension Fund seeks real estate consultant
trueLondon Borough of Newham Pension Fund, London, is searching for a consultant to restructure and advise on its £87 million ($136.1 million) real estate allocation.
DC participants lack retirement readiness, despite plan improvements — report
trueMany U.S. employers believe their employees lack retirement readiness, a new report from Towers Watson shows. Of the 457 DC plan executives surveyed, 78% said retirement readiness is an important issue for their employees. However, only 12% believe their employees know how much they need to save.
Mercer adds partners with focus on U.K. pension funds
trueNorbert Fullerton was named partner at Mercer.
Roanoke County seeks investment consultant for schools' DC plan
trueRoanoke County, Va., is searching for an investment consultant for Roanoke County Public Schools’ $6.6 million 403(b) plan.
Jacksonville utility company seeks consultant for DB, DC plans
trueJEA, Jacksonville, Fla., is searching for an investment consultant for its $147 million St. Johns River Power Park Defined Benefit Employees' Retirement Plan, $119 million 457 plan and $14 million 401(a) plan.
University of Utah endowment issues call for investment consultant
trueUniversity of Utah is searching for an investment consultant for its $900 million endowment.
Mercer posts listing to replace Metrick
trueMercer is seeking a senior consultant to lead its responsible investment business in the U.S. in a move to replace Craig Metrick, who joined Cornerstone Capital.