Institutional team leaves UBS for Graystone
December 16, 2020 10:47:17 AMA five-member institutional consulting team that advises on $13 billion in assets has left UBS to join Graystone Consulting.
CalPERS agrees to stick with Wilshire after private equity sale is completed
November 17, 2020 04:10:00 PMCalPERS agreed that it will continue backing its consultant Wilshire Associates after the firm's sale to two private equity firms.
Pioneer wonders about future with perspective of the past
August 19, 2019 12:00:00 AMRichard Ennis, in a memoir, details the birth and evolution of the investment consulting industry.
Baton Rouge invites 8 to bid for consultant's role
December 04, 2018 12:00:00 AMBaton Rouge & Parish of East Baton Rouge Employees' Retirement System is conducting an invitation-only search for an investment consultant.
Mercer to acquire Pavilion, Summit investment consulting units
August 14, 2018 01:00:00 AMMercer is acquiring Pavilion's investment consulting business and parts of Summit Strategies. Summit's public DB business is being bought by AndCo.
U.K. investment consulting, OCIO markets not overly concentrated – report
April 26, 2018 01:00:00 AMThe investment consulting and fiduciary management markets in the U.K. are not highly concentrated, reports find.
Wilshire Consulting looks to improve diversity in search process
February 05, 2018 12:00:00 AMWilshire Consulting has launched a new diversity initiative that includes changes to compensation and its search process.
Portfolio Evaluations hires director of retirement plans consulting
August 09, 2017 01:00:00 AMJennifer Putney was named director of retirement plans consulting at Portfolio Evaluations Inc.