Consultant/OCIO/Discretionary
The city expects to issue an RFP and evaluate proposals by the plans’ May 7 board meeting.
An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.
The retirement association will issue a real estate consultant RFP this quarter due to the upcoming contract expiration of its incumbent.
The retirement system will conduct the search due to the expiring contract of its incumbent.
The issuance of an intent to award notice is slated for May 1.
The auto-IRA retirement savings program is expected to fully launch in 2027.
The merger is expected to close at the end of the first quarter.
The pension board will also target $1 billion to non-traditional equity strategies.
Outsourced cios can use their expertise to both execute and advise institutions in a quick and efficient manner in today’s complex investment environment, industry professionals find.
The foundation is seeking a firm to provide discretionary investment management and strategic guidance for its portfolio, which includes endowed, non-endowed reserves and scholarship funds.