Consultant/OCIO/Discretionary
Community foundations continue to show interest in private investments as they look to increase their allocations to the strategies, while the number that they have an outsourced cio model increased from last year.
The search is being conducted as part of a previously approved investment consultant strategy.
The pension plan approved a private debt manager search and new 2025 fiscal year asset allocation policy for its four systems last week.
The plan will interview two firms in its general investment consultant search this week.
The plan rehired NEPC as its general investment consultant today ahead of the firm’s 10-year contract expiration.
The pension plan has selected one firm to provide hedge fund, credit and real assets consulting services.
The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.
The college recently concluded its search for a firm to provide investment and plan advisory service for its defined contribution plans, retaining its incumbent advisor.
The outsourced cio is closing down after more than a decade of service and is in the process of offboarding clients, which it manages approximately $2.1 billion on behalf of.
The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.