Consultant/OCIO/Discretionary
Fund is seeking a firm to serve as co-fiduciary and provide full service non-discretionary investment consulting services for its private markets portfolio mandates.
Authority expects to award a contract with a selected firm on Friday for services on behalf of its 457(b), 401(a) and retirement health savings plans.
The search is due to the impending contract expiration of its incumbent.
The authority concluded an RFP process that began in August.
Three total firms submitted proposals to an RFP process that began in August.
The plan issued an RFP in June “as part of its fiduciary responsibility.”
The programs are searching for a firm to provide consulting and advisory services related to plan design, allocations within multi-asset class options, selection and monitoring of investment managers and ongoing monitoring and reporting of investment performance.
The university and its foundation have wrapped up their separate investment consultant searches from last year by selecting three total firms.
The discretionary investment advisor has hired a managing director for its client portfolio management team to direct the development, implementation and ongoing management of client-focused solutions.
The nonprofit membership association has launched a search for an investment consultant for its portfolio to comply with its competitive bid policy and to survey the market.