Consultant/OCIO/Discretionary
The institution currently drafting an RFP for investment consulting services after retaining its incumbent investment consultant in 2020 following a similar search process.
The foundation has issued an RFP seeking a non-discretionary investment consultant for its endowment and bond portfolios.
The plan will interview four finalists at its February board meeting after issuing an RFP for services in November.
The plan’s current consultant was first hired in 2018.
The search is for due diligence purposes as the plan has worked with its incumbent for “decades.”
The plans’ current consultant will see its contract expire in July.
The pension plan has issued an RFP seeking investment consulting services.
The search comes as the incumbent consultant is nearing its 10-year contract term.
The plan’s general investment consultant RFP is now available on its website.
The plan extended its contract with its incumbent general consultant at the end of 2022.