Consultant/OCIO/Discretionary
The plan made a hire following an RFP process every five years.
City’s search comes alongside one for third-party administration services on behalf of a newly created trust fund.
The plan’s incumbent real estate consultant did not respond to an RFP issued due to its contract expiration.
Plan has issued an RFP for retirement plan advisory services related to investments.
A West Coast city is seeking an investment advisor to assist with a record keeper RFP search for its deferred compensation and retirement health savings plans.
A Midwestern pension plan is slated to review the RFP at an investment committee meeting later this month.
Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.
A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.
The Northeastern plan will issue an RFP “to see what else is out there.”
The Institutional Investing Diversity Cooperative will promote more robust data and a broader industry definition of diversity.
