Consultant/OCIO/Discretionary
The authority retained its incumbent consultant to advise on its growth and reserve funds following a search launched last year.
The state is seeking an investment consultant to advise and monitor its optional retirement programs.
The district is seeking discretionary consulting services on behalf of its employee retirement plan and OPEB trust.
The office has issued an RFP seeking an investment advisor for its roughly $40 billion in assets, including its 529 programs.
Erika Murphy, portfolio manager in Fidelity Investments’ Global Institutional Solutions group, took the time to answer 5 Questions with FIN News, plus a few extras.
The plans currently work with Innovest Portfolio Solutions.
The retirement plan is relaunching an RFP after the recent conclusion of its last search did not yield a hire.
The plan retained its general consultant and hired a new private markets consultant.
A wealth and investment advisory firm has agreed to acquire an investment consultancy firm to expand its West Coast client base.
The college savings plan is seeking an investment consultant to advise on evaluating its current and prospective investment options as well as on how to expand its offerings to investors.
