Consultant/OCIO/Discretionary
The foundation conducted a similar search in 2020 that resulted in rehiring its incumbent provider.
The deferred compensation plan’s incumbent general investment consultant scored the highest of six total proposers.
The program is seeking a firm to provide general advice, counsel and recommendations related to investment personnel, investment strategy and investment portfolio, among other areas.
The plan expects to issue the RFP before the end of the month.
The plan is slated to select a shortlist of managers at its investment committee meeting next week.
The plan was slated to hire a consultant at its board meeting last week after launching a search in September.
Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.
The endowment is preparing to conduct a search for an investment consultant for its portfolio after wrapping up its U.S. direct lending manager search at its November board meeting.
The current advisor provides discretionary and non-discretionary services.
The plan also approved conducting a search for a non-discretionary private markets consultant.