Consultant/OCIO/Discretionary
Search is for investment management advisory services for the town’s pension funds.
The city, which did not previously utilize a consultant for its retirement plans, made a hire this week.
The authority expects to contract an award in July.
The plan reissued its investment consultant RFP after a change in ownership for its existing provider.
The plan has restructured its core fixed-income portfolio as a result of the search.
Search is due to plan’s rotating schedule for bidding out vendor services.
She will focus on U.S. and international public equity manager research.
Plan’s investment committee named a winner after interviewing two finalists.
The consultant will advise the fund and monitor current providers MissionSquare Retirement and Nationwide Retirement Services.
Plan rehired incumbent firm originally hired in 2017.
