Consultant/OCIO/Discretionary
The plan agreed to stay with Wilshire as its general investment consultant after interviewing two other finalists yesterday.
The plan replaced its incumbent consultant, which it worked with since 2017.
SageView Advisory Group has served as investment consultant for the 457(b) deferred compensation plan since 2015.
A university in Canada has issued an RFP seeking an investment consultant to provide non-discretionary advisory services for its pension plan and develop and implement investment strategies.
A savings program based in the West opted to retain its incumbent investment consultant following the issuance of an RFP in January due to the incumbent’s March contract expiration.
The search will be conducted as part of a real assets structure review, which was approved at today’s board meeting.
A Northwestern fund is expected to select a general investment consultant in May.
The plan’s incumbent was rehired in 2016.
The investment consulting firm now has 76 employee shareholders.
