Consultant/OCIO/Discretionary
The selected firm will provide continuous review of the plan’s investment policy statement, maintain a broad database of investment managers, assist in investment manager searches, prepare monthly reports and more.
The plan is searching for an investment consultant to assess its investment, advise on investment policy and provide input and analysis on investment options.
The retirement plans are searching for independent investment consulting services.
The selected investment consultant will assist with an upcoming record keeper search.
The agency issued an RFP seeking services for its capital funds earlier this year.
The firm will be tasked with conducting a third-party administrator search.
Mercer has reached an agreement to acquire Vanguard Institutional Advisory Services’ outsourced cio business, including its more than 1000 clients and 120 team members in the first quarter.
The current consultant will see its contract expire on June 30.
The district received proposals from four consultants in response to an RFP issued in August.
The plan expects to launch the search in January as its incumbent’s contract is slated to expire on June 30.