Consultant/OCIO/Discretionary
The company issued an ITN seeking financial advisory and investment consultant services in January.
The new outsourced cio to provide an additional layer of investment expertise and decision-making following an RFP process issued for best practices.
An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.
The search is being conducted as part of a normal due diligence process.
The plan is seeking an investment consultant after last conducting a search for the services in 2019.
The foundation expects to approve an RFP seeking an outsourced cio to manage its endowment next month.
The plan voted to hire new general investment and alternatives consultants at last week’s board meeting.
The authority is searching for a retirement plan consultant to perform investment practices and performance evaluation.
The search is being conducted due to the upcoming contract expiration of the program’s incumbent.
The county is seeking consulting services on behalf of its $142 million 457(b) Deferred Compensation Plan.