Consultant/OCIO/Discretionary
The contract of the plan’s incumbent investment consultant is expiring.
The plans will interview four consultants later this week.
The foundation has hired an outsourced cio to manage the university’s endowment and associated assets following a search process from last year.
The fund will also review a high-yield fixed-income manager search request from staff at its June 13 board meeting.
The county concluded a search for investment consulting services on behalf of its deferred compensation plans last quarter.
The plan voted to remain with its incumbent at a special board meeting yesterday.
The plan will issue an RFP due to the upcoming contract expiration of incumbent Northwest Capital Management.
The authority is seeking an investment advisor for its retirement plan.
The university is seeking a firm to provide non-discretionary investment consulting services for its portfolio likely due to the impending contract expiration of its incumbent provider, which was first hired following a search process from 2018.
The firm has closed its inaugural independent sponsor private equity strategy above its $400 million fundraising target.