Consultant/OCIO/Discretionary
The plan last conducted a general investment consultant search in 2013.
The system is seeking a firm to serve as the investment advisor for its $28 million 403(b) Defined Contribution Plan.
The foundation is shifting its investment strategy to a mission and values-aligned approach as part of its hiring of an outsourced cio to manage its public and private markets investment portfolio.
The retirement association expects to approve a recommendation next year.
The corporation is seeking a consultant to advise on investment policy, fund selection and monitoring, fee benchmarking, participant education and compliance support for its 401k plan.
The retirement system previously worked with general investment consultant Callan.
The retirement system last conducted a similar search in 2016.
The plan launched a search last year ahead of its incumbent’s contract expiration.
The RFP is open to general investment, private equity, private credit, real assets and real estate consulting services.
The health system is seeking consulting firms to perform a comprehensive evaluation of its investment practices, including analysis of current policies, procedures and performance outcomes, as well as performance.
