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.
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.
The plan rehired its incumbent in two prior searches.
The Portland, Ore.-based consulting firm was launched in 2008 by former Arnerich Massena employees.