Consultant/OCIO/Discretionary
A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.
A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.
The plan concluded its search for a general investment consultant by retaining the incumbent, which was also rehired in 2014 and 2009.
The plan will interview two finalists in its real estate consultant search and renewed its general investment consultant’s contract.
The plans’ joint committee agreed to stay with Callan as general investment consultant after interviewing two other finalists in November.
Plan rehired its investment consultant as the result of an RFP issued last year.
The plan is seeking a firm to provide retirement and investment consulting services for its various retirement plans.
A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.
A plan based in the Northwest has hired a consultant to review its current investment policies and practices.
A university foundation in the Southwest selected a new investment consultant to oversee its endowment late in the fourth quarter based on its recommendation to increase exposure to alternative investments, to which the firm has “better access.”