Consultant/OCIO/Discretionary
The RFP, which was initially expected to be out March 1, is still expected to be issued soon despite delays.
Foundation’s bylaws require the services be put out to bid every five years.
The district has issued an RFP seeking investment consulting services for its 457(b) plan.
Plan will hear presentations on at least two finalists in its general investment consultant search in May.
RFP expected in early to mid-April as plan nears the end of a five-year contract term with its incumbent.
The plan has posted its investment consultant services RFP as it looks to complete the search for best practices purposes.
The plan retained its incumbent this week following an evaluation process.
He will oversee the investment team that covers all real estate and real asset strategies.
County is searching for a consultant for its 457(b) and 403(b) deferred compensation plans.
The foundation has issued an open-invitation RFI after finding a “disappointing lack of diversity” in its initial research into firms.
