Consultant/OCIO/Discretionary
The plan retained its general investment consultant following an RFP process from last year.
The plan is conducting the search in anticipation of its incumbent’s expiring contract.
Five finalist will vie for the plan’s general investment consultant contract.
A health care plan based in the West is searching for a firm to provide discretionary investment advisory services for its operating and capital funds.
The plan hired a firm that will help build a direct hedge fund portfolio.
One began on April 5, while the other joins on May 10.
An investment director at Yale University will join a New England college as its first cio at the end of the second quarter.
The plan is seeking a firm to provide non-discretionary management services for its newly created private credit portfolio.
The plan expects to issue the RFP this quarter with an anticipated contract start date of Jan. 1.
He will help build the firm’s presence in Texas as well as further expand its defined contribution and defined benefit capabilities nationally.