Consultant/OCIO/Discretionary
The defined contribution plans agreed to issue a targeted general investment consultant RFI for best practices.
The school system is seeking consulting services on behalf of its 457 and 403(b) retirement plans.
The plan has hired a new general investment consultant.
The plan is seeking general investment consulting services but may also consider specialty consulting firms for real assets and private equity.
The hire concludes an RFP search launched as part of an investment consultant strategy in March.
Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.
The search is being conducted as part of a previously approved investment consultant strategy.
The pension plan approved a private debt manager search and new 2025 fiscal year asset allocation policy for its four systems last week.
The plan will interview two firms in its general investment consultant search this week.
The plan rehired NEPC as its general investment consultant today ahead of the firm’s 10-year contract expiration.