Consultant/OCIO/Discretionary

Plan’s investment committee added its incumbent as a fourth finalist in a search for consulting services.

The plan has issued a general investment consultant RFP after previously delaying its issuance due to the COVID-19 pandemic.

The plan will soon issue a new RFP after COVID disrupted last year’s search.

A nonprofit based in the Boston area is seeking investment advisors and consultants to guide its investment committee on appropriate investment strategies, products and managers, compliance monitoring and other advisory consulting services as well as detailed reporting.

The plan rehired its investment advisor following a search launched this summer.