Consultant/OCIO/Discretionary
The pension plan interviewed a total of three finalists, including its incumbent consultant.
The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.
The agency received three proposals in response to its investment advisor RFP.
The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.
The program recently selected a new investment consultant for its 529 and ABLE savings programs to conclude a search process from the beginning of the year.
The agency’s plans hired their first investment consultant following a search process conducted in 2018.
The plan approved a hybrid of traditional consulting and outsourced cio services for a three-year contract.
The pension hired its incumbent consultant following a search conducted in 2025.
The city’s three pension plans will each be involved in the search.
The retirement system wrapped up an RFP process initiated in January.