Consultant/OCIO/Discretionary

Southern University Foundation is expected to launch a search for a discretionary investment advisor to manage its investment portfolio this week.

A community foundation in the Mid-Atlantic region retained its discretionary investment advisor earlier this year following a search from 2020 to evaluate the marketplace.

Plan will issue an investment committee-approved general investment consultant RFP next week.

The plan retained its general investment consultant and hired two opportunistic credit managers at a special investment board meeting last week.

The plan rehired its incumbent following a search launched in March.

The plan will issue its general investment consultant RFP next year after initially expecting to conduct the search this year.