Consultant/OCIO/Discretionary
The university and its foundation have wrapped up their separate investment consultant searches from last year by selecting three total firms.
The discretionary investment advisor has hired a managing director for its client portfolio management team to direct the development, implementation and ongoing management of client-focused solutions.
The nonprofit membership association has launched a search for an investment consultant for its portfolio to comply with its competitive bid policy and to survey the market.
The pension plan has not had consultant coverage for private equity, private debt and private infrastructure.
The authority is seeking general investment consulting services on behalf of its union and non-union pension plans.
The plans rehired their general investment consultant today after issuing an RFI for best practices in August.
The selected firm will provide the services for four retirement plans.
The plan’s current consultant is nearing its 10-year term limit.
The foundation selected a firm to help it conduct a search for an outsourced cio to manage its portfolio.
The discretionary advisor has promoted two staff members as partners and five as managing directors as the firm opened its newest U.S. branch in Texas.