Consultant/OCIO/Discretionary
Plan will recommend a single firm for hire next month following semifinalist interviews scheduled for this week.
A university foundation in the West expects to issue its RFP for an investment consultant for its endowment this week due to the impending contract expiration of its incumbent provider.
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.
An outsourced cio has hired a director of investment operations to oversee all investment administration related functions, including performance reporting, operational due diligence and client onboarding.
The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.
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 has issued its general investment consultant RFP due to its incumbent’s contract expiration.
The plan concluded its consultant search after a due diligence team report last week.
