Consultant/OCIO/Discretionary
The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.
The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.
The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.
The investment manager has launched an outsourced cio business for financial advisors and institutions.
The trust’s current investment consultant will see its contract expire this year.
The authority is seeking investment advisory services for its $29 million 457 and $2.9 million 401(a) retirement plans.
The plan interviewed three finalists at its board meeting last week.
The plans’ current consultant was most recently hired in 2020.
The company had been exploring ways to best preserve and maximize its over-funded status.