Consultant/OCIO/Discretionary
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.
The pension plan has been with its current consultant for over 10 years.
The pension plan has issued an RFP seeking a general investment consultant.
The pension plan rehired its incumbent consultant in 2021 following a similar search.
The New York-based authority rehired the firm to provide pension fund investment advisory and trustee services last month.
A group of investors led by B Capital that included the California Public Employees’ Retirement System has agreed to acquire Russell Investments.
The university is seeking an investment consulting firm to oversee its retirement and deferred compensation plans as its incumbent provider’s contract is expiring in the forth quarter.
The plan rehired its current consultant after a similar RFP process in 2019.
