Consultant/OCIO/Discretionary

The state 457 plan is seeking a consultant to assist with an upcoming record keeper search.

The search is due to the contract expiration of its incumbent.

The transaction is expected to close in March.

The plan agreed to stay with Wilshire as its general investment consultant after interviewing two other finalists yesterday.

A university in Canada has issued an RFP seeking an investment consultant to provide non-discretionary advisory services for its pension plan and develop and implement investment strategies.

A savings program based in the West opted to retain its incumbent investment consultant following the issuance of an RFP in January due to the incumbent’s March contract expiration.