investment consultants
also referred to as: investment consultant
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Apr 9, 2018 by Chris Brockmeyer · across every show →
Everything said about investment consultants, oldest first
Apr 9, 2018 negative
Broadway League fired investment consultant after trust eroded during PE process
“Once we finally got to the point where we had gotten the education, the RFP process and the discussions that went on between the consultant, the union trustees and the employer trustees created an environment where one side wasn't trusting the other side. And …”
Feb 24, 2020 positive
Rochester uses consultants for asset allocation and structure, not manager sourcing
“I would say not so much on the manager sourcing. It's more on thinking about allocation and structure, weights on positions, some things we haven't thought about. Occasionally, I think there are two managers that have come through that relationship that we hir…”
Sep 11, 2023 negative
Puffer: Consultant Gatekeepers and OCIO Models Block Competitors From Small Pensions
“The power of the consulting community is still very high and was during that period. So we had gatekeepers that made it very difficult for us to really get at the decision makers we needed to get at. And those gatekeepers were at the same time creating their o…”