Consultant/OCIO/Discretionary
The search is being conducted due to the upcoming contract expiration of incumbent RVK.
The district is seeking consulting and investment advisory services for its supplemental pension plans for management and union employees.
The fund is seeking full-retainer investment management services.
The plan’s RFP for discretionary management services followed an RFI issued in April.
The plan hired Innovest Portfolio Solutions following a search conducted in 2022.
The two searches were discussed at the plan’s May investment committee meeting.
A trust fund based in a Southern state has selected a general investment consultant following a search.
The city is seeking an investment consultant for its 401a/457 and OPEB plans.
The plan will launch a search process for investment consulting services ahead of its incumbent’s contract expiration.
Senior V.P. Uvan Tseng was promoted to head of Callan’s West Coast consulting team in May after first joining the firm in 2008 as an investment consultant. He took the time to answer 5 questions with FIN News.