Consultant/OCIO/Discretionary
The firm scored highest during evaluations among three other responding firms.
The plan will likely issue an RFP next year due to the contract expiration of its incumbent.
The plan is set to conduct searches for domestic large-cap growth equity, mid-cap value equity, private markets and co-investment managers due to expiring contracts.
The plan’s current investment consultant was first hired in 2018.
The museum outsourced the management of its portfolio as part of a standard due diligence process as it reviews significant partnerships.
The trust previously hired Mariner Institutional, then AndCo Consulting, as its investment consultant in 2016.
Plan had been expected to launch a search this year due to the impending contract expiration of its incumbent.
The agency expects to commence a contract on July 1.
The retirement fund currently works with fixed-income consultant RVK.
The county rehired the investment consultant that serves on behalf of its defined benefit plan, OPEB trust and LOSAP program trust.