Consultant/OCIO/Discretionary
The university recently retained its incumbent investment advisory firm after issuing an RFQ earlier this year.
The plans have worked with incumbent Innovest Portfolio Solutions since 1999.
The retirement plan interviewed three consultant finalists for its alternatives portfolio.
The senior v.p. and consultant in the Denver office departed the firm last month to take time off to spend with family.
The plan hired a new consultant following its RFP for the services conducted in 2021.
The state agency is seeking a firm to provide consulting and advisory services for its venture fund targeting small businesses or entrepreneurs across the state.
The tribe has issued an RFP seeking firms to provide fiduciary consulting services for the employee 401k plan administration.
The city has issued an RFP seeking advisory and consulting services on behalf of its retirement plans.
The retirement fund was scheduled to review its international equity portfolio and a consultant RFP at this week’s board meeting.
The college savings program expects to launch a search for consultants to assist with evaluating faith-based or values-aligned investment options within its portfolios.
