Consultant/OCIO/Discretionary
The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.
The contract of the current investment consultant is set to expire next year.
The plan is searching for an outsourced cio approach for its investments.
The university is working on an agreement with a separate nonprofit formed last year to manage its endowment and is seeking a director of investments to help with the investment management function.
The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.
The association is searching for a consultant to conduct a review of its trust fund service providers as a best practice to provide continuous improvement of the operation of the fund.
The foundation has awarded a new investment consultant to oversee and advise on its portfolio following a search launched in the first quarter due to the impending contract expiration of its incumbent consultant.
The trust fund has hired a new non-discretionary investment consultant following an RFP process that did not see its incumbent consultant submit a proposal.
The plan’s incumbent was awarded another five-year contract at a board meeting today.
The plan is seeking a firm to advise on its $575 million in assets.