Consultant/OCIO/Discretionary
Three total firms submitted proposals to an RFP process that began in August.
The plan issued an RFP in June “as part of its fiduciary responsibility.”
The programs are searching for a firm to provide consulting and advisory services related to plan design, allocations within multi-asset class options, selection and monitoring of investment managers and ongoing monitoring and reporting of investment performance.
The university and its foundation have wrapped up their separate investment consultant searches from last year by selecting three total firms.
The discretionary investment advisor has hired a managing director for its client portfolio management team to direct the development, implementation and ongoing management of client-focused solutions.
The nonprofit membership association has launched a search for an investment consultant for its portfolio to comply with its competitive bid policy and to survey the market.
The pension plan has not had consultant coverage for private equity, private debt and private infrastructure.
The authority is seeking general investment consulting services on behalf of its union and non-union pension plans.
The plans rehired their general investment consultant today after issuing an RFI for best practices in August.
The selected firm will provide the services for four retirement plans.