Consultant/OCIO/Discretionary
He will review and enhance new business processes, initially focusing on the firm’s $45 billion outsourced cio business before expanding to support its full sales process.
The plan begins its general investment consultant search due to the expiring contract of its incumbent.
The plan is seeking an independent investment advisor to advise on the management of its assets.
The hire concludes an RFP that was launched in September.
A university in New England will review its asset allocation at a spring meeting, where its outsourced cio may adjust targets.
A university based in the Midwest is preparing to launch an investment advisor search this summer.
A community foundation based in a Southern state has hired an investment advisor for its long-term pool.
Plan expects to issue the RFP next month due to the contract expiration of its incumbent.
A Great Lakes plan expects to issue an RFI for investment consulting and custodial services in March.
Plan hopes to hire a third-party firm in the third quarter to run its impending private markets advisor search.
