Consultant/OCIO/Discretionary
He will serve as a general investment consultant advising institutional investor plan clients.
A working group of consultants has submitted a letter expressing reservations about a new rule from the Securities & Exchange Commission requiring climate disclosures for public companies.
The institute retained its incumbent investment advisor following a search from last year.
The new associate director of investments joins from a mid-Atlantic outsourced cio, where he was responsible for asset allocation and portfolio management.
Plan hired a new consultant following presentations from three finalists at today’s meeting.
The new hire is responsible for cultivating new relationships in the Northeast.
The city has issued an RFP seeking investment advisory services for its 457 and 401(a) plans.
Plan added a follow-on commitment to a multi-family real estate fund in April.
The plan has issued an RFP seeking an investment consultant for its $67 million in assets.
