Consultant/OCIO/Discretionary
A new study finds that the time saved through outsourcing creates capacity for higher-value work.
The nonprofit casino and hotel organization selected a new outsourced cio to oversee and manage its portfolio with the transfer beginning in early March.
The county deferred compensation plan did not previously work with a firm for the services.
The new hire joined the firm this month from CAPTRUST Financial Advisors.
Mike Beczkowski is a senior consultant at investment consulting firm Bolton Investment, where he focuses on fiduciary plan advising, retirement plan consulting and employee benefits design. He took the time to answer five questions with FIN News.
The retirement plan will conduct an invitation-only search for its discretionary private equity portfolio services.
An RFP was issued earlier this year for the authority’s $213.6 million Retirement Income Plan and $107.6 million Defined Contribution Pension Plan.
The retirement fund’s trustees asked for more information before hiring one firm as the primary consultant and a second for carve-out services following finalist interviews at today’s investment committee meeting.
The deferred compensation plan received five proposals in response to an RFP issued in March.
A university based in the Midwest has launched a search for an investment advisor for its defined contribution plans.
