Consultant/OCIO/Discretionary
The pension plan and trust selected a new consultant in the third quarter following finalist interviews held at a special board meeting.
The plan’s existing general investment consultant will see its contract expire this month.
The plans hired a new consultant after interviewing four finalists last month.
The port authority is seeking retirement investment consulting services on behalf of its OPEB trust and defined benefit, deferred compensation and defined contribution plans.
The firm will provide investment consulting services, including advice on new product opportunities.
The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.
The university is seeking a firm to provide investment and plan advisory service for its 401(a) and 403(b) retirement plans as its incumbent advisor has reached its maximum portfolio duration.
The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.
Interested managers are encouraged to tune into an April 10 webinar for additional information.
The retirement fund had been expected to post the RFP today.