Consultant/OCIO/Discretionary
The plan also removed a firm from watch status due to improved performance.
The retirement system agreed to hire a new discretionary private equity consultant while maintaining the incumbent consultant for discretionary private real return services.
Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.
The foundation is searching for a firm to design and implement a comprehensive impact-investing strategy for its investment portfolio, including designing allocation models, targets or benchmarks across asset classes around the themes of health, education and the environment.
The plan is currently conducting due diligence on two firms.
The plan also renewed several of its investment consulting contracts at today’s board meeting.
The wealth management subsidiary is targeting nonprofits with a focus on the $10 million to $100 million segment of the marketplace.
The retirement plan received three submissions to its RFP issued earlier this year.
The plans currently work with general investment consultant Callan.
The university has extended the deadline for proposals in its search for investment consultant or other firms to help evaluate operations and processes within its investment office to Oct. 15.