Consultant/OCIO/Discretionary
The plan is issuing the RFP due to the impending expiration of current contracts.
The university has hired a discretionary investment consultant after conducting an invitation-only RFP process that began in the second quarter of 2023.
The university has selected a new investment consultant for its retirement plan assets following a search from the second quarter.
The agency is looking for firms to help build and implement a bond and direct lending clean energy fund.
The institution retained its investment consultant to oversee its endowment funds following a search due to the incumbent’s contract expiration.
The plan rehired its consultant, which has since joined the ranks of another firm, late last year.
The firm hired a v.p. within its alternatives consulting group to provide consulting and research across alternatives with a particular focus on private equity and private debt.
The investment advisor will serve for an initial one-year term.
The city is also looking to establish a deferred compensation committee.
The plan first began discussing the search in June due to the upcoming contract expiration of its incumbent.