Consultant/OCIO/Discretionary
Institutional investors increasingly sought comfort and partnerships with investment consultants that provide expertise on alternative and private markets asset classes as 2024 came to a close.
The search is due to the upcoming contract expiration of its incumbent.
The search is being conducted due to the upcoming contract expiration of incumbent CAPTRUST Financial Advisors.
The plan last conducted a general investment consultant RFP process in 2016.
Incumbent discretionary/outsourced cio Wilshire has underperformed for the one- and five-year periods ending Dec. 31.
The institution has launched a search for a discretionary investment manager to handle its pooled investment program following a similar search from 2019.
The plan awarded a contract to its incumbent consultant last week.
The plan is searching for an outsourced cio in an effort to generate higher returns.
Portis joined TIFF Investment Management as head of member portfolio management and services in 2020 from Mercer. She took the time to answer five questions with FIN News.
The university issued an RFP for the services last year for standard due diligence purposes.
