Consultant/OCIO/Discretionary
A foundation based in a Great Plains state has issued an invitation-only RFP for an investment consultant to conduct an asset allocation study.
A Western ABLE plan has issued an RFP seeking a program consultant to assist with the development and implementation of its program and make recommendations on program design and structure.
The plan concluded a consultant search initiated last year and gave $1 billion to a manager.
Plan is seeking a firm to handle the services over an initial three-year contract period.
The plan is seeking a non-discretionary supplemental real estate consultant firm.
The plan is looking for a firm to produce investment due diligence and/or operational due diligence reports on an as-needed basis.
The plan is seeking a firm to advise and monitor plan assets and review investment managers, among other responsibilities.
The plan expects the RFP to be issued early next week ahead of the incumbent consultant’s contract expiration.
The agency is seeking an investment advisor for its 457(b) deferred compensation plan.