Consultant/OCIO/Discretionary

The plan will interview three firms to replace its longtime incumbent in April.

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

The plan has been drafting an investment consultant RFP “to see what else is out there.”

A college in the West transitioned to an outsourced cio model from its traditional investment consulting model for its endowment last year.

Plan’s investment advisory committee agreed to endorse a private markets consultant recommendation that will require full board approval later this month.

The city is seeking an advisor for the program as it will issue another RFP to consolidate the record keeping, plan administration and investment services.