Consultant/OCIO/Discretionary
The city has issued an RFP seeking management and consulting services for its investments.
The plan also named finalists in its private credit manager search.
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.