Consultant/OCIO/Discretionary
They will provide risk management, strategic asset allocation and other consulting services.
A university foundation based in the South rehired its incumbent investment consultant following an invitation-only process from last year.
He is responsible for research, analysis and evaluation of investment managers.
The treasurer has decided to stick with its incumbent investment consultant to oversee its cash pool.
New investment consultant hire follows an invitation-only search from 2020 conducted as part of a periodic review of third-party services provided.
Organization added a senior v.p. from another consulting firm.
Search is due to the upcoming contract expiration of its incumbent provider.
Search is for one firm to provide investment management services for city’s three retirement plans.
The search comes less than a year after the fund hired its current real estate consultant.
The organization has issued an RFP seeking investment consulting services for its funds.
