Consultant/OCIO/Discretionary
A new fractional cio firm, started by a former managing director of investments at a West Coast nonprofit, provides small and mid-sized nonprofits with a flexible consultancy model to build and institutionalize their investment management capacities.
The independent, fee-only registered investment adviser has launched a dedicated institutional advisory and outsourced cio practice focused on foundations, endowments and nonprofit organizations.
The retirement system opted to retain its general investment consultant at a board meeting last week.
The university has issued an RFP seeking an investment consultant to assist with management of the endowment as well as review its current investment strategy.
The foundation tabbed a new outsourced cio to manage its portfolio with a mission-aligned process, replacing its incumbent provider of more than a decade following a search launched earlier this year.
The county received five proposals in response to an RFP issued in September.
A Western deferred compensation plan has issued an RFP seeking an investment consultant.
The trust’s ceo and cio recently left the organization after more than three years of service to launch their own investment advisory and outsourced cio firm.
The plan was created this year and is seeking outsourced cio services for its investment program, which will have an initial corpus of approximately $200 million.
The plan hired its current investment consultant following its last search for the services in 2021.