Consultant/OCIO/Discretionary
The plan has issued an RFP seeking a consultant to advise on matters including program design, investment structure, benchmarks and best practices, among other areas.
The university has issued an RFP seeking an investment consultant for its treasury pool as well as non-pooled assets that include an insurance reserve and healthcare trust.
The city is seeking an investment consultant for its two self-insured trust funds.
Bernie Reidy serves as managing director and national endowment and foundations executive and Michael Strauss is a managing director and senior investment strategist at Bank of America Private Bank. Both Reidy and Strauss took the time to answer five questions with FIN News.
The plan will consider hiring two firms to cover general and specialty investment consulting services next week.
The retirement system rehired Meketa Investment Group as its alternatives consultant at its board meeting yesterday.
NEPC has been serving as general consultant since 2009.
The retirement system also changed firms for private infrastructure and private real estate consulting services in awarding contracts that also included hedge fund, private credit and private equity.
The board is seeking a firm to assist with its $1.7 billion investment portfolio.
The firm will provide an analysis of investment assumptions, asset allocation strategy, management structure and performance results to the board in June.