Consultant/OCIO/Discretionary
The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.
The foundation hired an investment consultant to provide non-discretionary services for its portfolio over three other firms after conducting an RFQ and RFP process last year.
The consultant will advise on four retirement funds.
The institution is looking to enter a contract with a firm to provide strategic, legal and programmatic consulting services for the 529 plans.
A university based in the Midwest has launched a search for an firm to advise on its short-term fixed-income and cash portfolio.
The retirement fund also adopted a new long-term strategic asset allocation.
The retirement system previously extended its contract with incumbent Segal Marco Advisors for one year in October 2023.
The plan’s current consultant was first hired over 20 years ago.
The treasurer’s office made selections in its investment consultant and investment custodian searches in the third quarter.
The city is looking for a discretionary manager for its $350 million portfolio.