Consultant/OCIO/Discretionary
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.
The plan approved the addition of a real assets manager to its portfolio, which will result in the termination of one of its MLP managers for funding.
The plan made several private markets commitments at its board meeting today.
The plan expects to issue its general investment consultant RFP by March 1.
A Southeast county is searching for a firm to develop investment strategies and recommend investments.
She will lead the firm’s research department and oversee investment activities.