Consultant/OCIO/Discretionary
The pension plan hired a firm to complement its existing fixed-income managers and rehired its general investment consultant yesterday.
The city last issued an investment consultant RFP in 2020.
The foundation expects to conduct a search for an investment advisor for its endowment later this year or early next year as its current advisor has struggled to recommend women- and minority-owned or led investment managers.
The selected general investment consultant will serve from Oct. 1 through Sept. 30, 2024.
The plan approved a recommendation from its audit committee on a new general investment consultant this week.
The county is seeking an investment consultant for its $9.5 billion pool of assets.
The incumbent firm is welcome to rebid in a search being conducted as part of a review of provider services.
The RFP will be launched in the second half of next year.
Plan is seeking a third-party consulting firm to evaluate investment practices and performance.
Managers need to target consulting firms that align with their business, upgrade their consultant relations team, embrace consultant databases and position themselves as though leaders to successfully master those relationships, according to a new report.