Consultant/OCIO/Discretionary
The institution hired an outsourced cio to oversee its portfolio following a search from last year for standard due diligence and the restructuring of its former investment consultant.
The plan rehired its incumbent private equity consultant last month.
Candidates will be evaluated on firm organization, investment policy development and manager research and performance evaluation, among other considerations.
The board will consider hiring a new public markets consultant later this month.
The plan rehired its incumbent consultant after last conducting a search for the services in 2018.
The firm was also the sole bidder to an RFP issued last summer.
The fund canceled its RFP seeking a non-discretionary investment consultant to oversee its trust fund late in the fourth quarter as the consultant’s contract was slated to begin Dec. 1.
The current consultant will see its contract expire this year.
The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.
The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.