Consultant/OCIO/Discretionary
The plan’s cio and internal investment committee will be authorized to handle manager hires and terminations with some parameters/constraints.
The firm has hired a head of registered investment advisor distribution to lead business strategy, distribution and product development efforts within its RIA channel.
The search is being conducted for best practices.
The retirement fund selected a new consultant to conclude an invitation-only search launched in November.
The search is open to both traditional investment consultants and outsourced cio service models.
The plan is looking for general and private markets consulting services.
The plan currently works with general investment consultant CAPTRUST Financial Advisors.
The city expects to select a firm by July.
The plan currently maintains a pool of pre-qualified firms for general investment consulting services.
The selected firm will service the district’s 457, 401(k) and OPEB funds.