Consultant/OCIO/Discretionary
The search is being conducted as part of a previously approved investment consultant strategy.
The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.
The senior v.p. and advisor at the investment consulting firm recently left to pursue a new opportunity at a firm providing individual and family wealth advisory services.
The plans currently work with general investment consultant Cook Street Consulting.
The search is due to the contract expiration of its incumbent.
The foundation has issued an RFP seeking an investment consultant to oversee and advise its diversified investment portfolio.
The college savings plan is searching for a general investment consultant to advise on its investment objectives, policies and asset allocation.
The search is due to the upcoming Dec. 31 contract expiration of its current provider.
The pension plan’s outsourced cio recently hired two risk parity managers to replace the incumbent due to underperformance.
The city last rehired the plans’ general investment consultant in 2016.