Consultant/OCIO/Discretionary
The hire concludes a search launched in July due to incumbent Innovest Portfolio Solutions’ upcoming contract expiration.
The town is searching for a consultant on behalf of its 457(b), retirement health savings and 401(k) plans.
The search is being conducted as part of best practice purposes.
The retirement fund began a search in June due to contract expiration of its incumbent consultant.
The hire concludes a search launched in April due to incumbent Cook Street Consulting’s contract expiration.
The university has issued an RFP seeking investment advisors for its 403(b), 457(b), and 401(a) defined contribution plans.
The university has extended the deadline for proposals in its search for an investment consultant for its long-term and cash portfolios.
The commitments include follow-on and first-time fund commitments for the plan.
The retirement system appears to have last conducted searches for the services in 2014.
The retirement system last conducted a similar search in 2021.