Consultant/OCIO/Discretionary
The plan conducted a search earlier this year due to the incumbent’s expiring contract.
The city is seeking the services for several of its retirement plans.
The plan interviewed four finalists at its board meeting this week.
The plan’s current consultant will see its contract expire this year.
The plan retained its incumbent credit consultant following finalist presentations held last month.
The plan will issue the RFP next week after last conducting an investment consultant search in 2016.
The plan is seeking investment consulting services after last conducting a search for the services in 2017.
County has five plans totaling more than $100 million in assets.
The plan hired a new general investment consultant in the second quarter after conducting a search for the services last year due to the contract expiration of the incumbent provider, which submitted a proposal.
The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.