Consultant/OCIO/Discretionary
The museum outsourced the management of its portfolio as part of a standard due diligence process as it reviews significant partnerships.
The trust previously hired Mariner Institutional, then AndCo Consulting, as its investment consultant in 2016.
Plan had been expected to launch a search this year due to the impending contract expiration of its incumbent.
The agency expects to commence a contract on July 1.
The retirement fund currently works with fixed-income consultant RVK.
The county rehired the investment consultant that serves on behalf of its defined benefit plan, OPEB trust and LOSAP program trust.
The plan is also conducting a consultant search for informational purposes.
The plan’s incumbent general investment consultant was first hired in 2018.
The program will issue an RFP for the services early in the first quarter due to the impending contract expiration of its incumbent consultant, which will be allowed to rebid.
The plan is seeking help in developing a customized private markets consultant RFP.