Consultant/OCIO/Discretionary
The plan decided to stick with its general investment consultant following an RFP search.
Plan’s investment committee will review a recommendation to rehire the incumbent consultant.
The city retained incumbent Innovest Portfolio Solutions after issuing an RFP last year.
Plan is surveying the market for private credit and credit-related consulting services due to the evolution of its non-core fixed-income portfolio.
Plan is searching for a firm to review and recommend changes to its investment policies.
She conducts analytical research on U.S. and non-U.S. equity markets.
Search is due to its incumbent’s upcoming contract expiration.
An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.
A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.
Search is for investment management advisory services for the town’s pension funds.
