Consultant/OCIO/Discretionary
The district rehired the incumbent consultant for its 401(k), 457 and 401(a) retirement plans after an RFP process that yielded four total submissions.
He is responsible for performance measurement, reporting, and investment policy monitoring for client investment plans.
The plan will issue an RFP seeking a maiden private credit consultant next month following approval today.
Plan’s investment committee added its incumbent as a fourth finalist in a search for consulting services.
The plan has issued a general investment consultant RFP after previously delaying its issuance due to the COVID-19 pandemic.
The plan intends to rehire its incumbent general investment consultant.
The plan will soon issue a new RFP after COVID disrupted last year’s search.
The plan hired a new consultant, replacing the incumbent they’ve worked with since 1997.