Consultant/OCIO/Discretionary
The school has hired an outsourced cio to oversee and manage its portfolio as well as handle portfolio construction, asset allocation, manager due diligence and risk management following a search.
The college is looking to identify a single investment consultant for its portfolio as well as its foundation after conducting a similar search for the services in 2020.
The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.
The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.
The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.
The investment manager has launched an outsourced cio business for financial advisors and institutions.
The trust’s current investment consultant will see its contract expire this year.
The authority is seeking investment advisory services for its $29 million 457 and $2.9 million 401(a) retirement plans.
The plan interviewed three finalists at its board meeting last week.