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Press + Contributing Articles
PRESS RELEASE: Atlanta-Based FiduciaryVest Adopts InHub’s eRFP Technology
Atlanta-Based FiduciaryVest Adopts InHub’s eRFP Technology The web-based software solution will enable FiduciaryVest to modernize their Request for Proposals (RFPs) process, from a once cumbersome offline task. ATLANTA, GA. May 2017 – FiduciaryVest, a nationally recognized Consulting Firm announces a new corporate license of InHub’s eRFP technology - the first web-based solu
MN-Based American Refugee Committee issued Investment Consultant eRFP for $4.3m 403(b) Plan
The ARC issued an invite-only Investment Consultant eRFP on May 1, 2017, through InHub's online, eRFP technology. 3 Finalists will be selected on or before June 1, 2017, with an on-site interview to follow. A final decision is expected to made shortly thereafter.
American Association of Blood Banks (AABB), issued an Investment Consultant eRFP for $10m investment account
American Association of Blood Banks (AABB) is seeking an independent consultant to manage its $10 million, long-term strategic investments, on a discretionary basis. An invite-only RFP was issued through InHub's online, eRFP technology on March 20, 2017. The Committee is planning to host in-person finals presentations at the Bethesda, MD location on June 22nd, 2017, with a final decision to f
The National Blood Foundation Research Education Trust (NBFRET) issues Investment Consultant eRFP for $11m portfolio
The National Blood Foundation Research Education Trust (NBFRET) is seeking an independent consultant to manage its $11 million, long-term strategic investments, on a discretionary basis. An invite-only RFP was issued through InHub's online, eRFP technology on March 13, 2017. The Committee is planning to host in-person finals presentations at the Bethesda, MD location on May 31st, 2017, with a
$28m Endowment Advances 3 Firms to Finals Presentation following Consultant eRFP
eRFP Update: Following an eRFP, $28m VT Endowment, The Curtis Fund, has advanced the following 3 firms to in-person finals presentations set to take place on May 5th, 2017: Vanguard Institutional Advisory Services, Fiduciary Investment Advisors and Fund Evaluation Group, LLC. A final decision is expected shortly thereafter. This message was approved by: Joseph Boutin, President, The Curtis Fund
$27m VA-based 401(k) Plan Issues RFI for Investment Consultant
Additional details are not being disclosed at this time.
Following eRFP, $174m 401(k) Plan hires new 401(k) Consultant – Rocaton
Following an eRFP through InHub's online eRFP technology (www.theinhub.com), Sensata Technologies selected Rocaton as the new Investment Consultant to the $174m 401(k) Plan. Finalists included incumbent RBC Wealth Management, Fiduciary Investment Advisors, and Rocaton Investment Advisors. .... Original Post November 7, 2016, blog.theinhub.com: Sensata Technologies, headquartered in Att
Following eRFP, ICON Fitness retains 401(k) & NQDC Consultant
ICON Health & Fitness, headquartered in Logan, UT concluded an Investment Consultant Search for its $38m 401(k) Plan and $7m NQDC Plans. The RFP was issued through InHub’s online, eRFP technology in October 2016. Following a prudent proposal review and in-person finalists meetings, the organization elected to retain the incumbent, Soltis Investment Advisors. The scope of service includes
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