Consultant/OCIO/Discretionary
The state fund-of-funds is preparing to conduct a search for an investment consultant due to the upcoming contract expiration of its incumbent provider.
County is seeking an investment consultant on behalf of its 457(b) and 401(a) plans.
The trust’s current outsourced cio was first hired in 2019.
The plan received a total of four proposals in its general investment consultant search.
The search will be conducted due to the upcoming contract expiration of incumbent Albourne.
The selected firm will provide continuous review of the plan’s investment policy statement, maintain a broad database of investment managers, assist in investment manager searches, prepare monthly reports and more.
The plan is searching for an investment consultant to assess its investment, advise on investment policy and provide input and analysis on investment options.
The retirement plans are searching for independent investment consulting services.
The selected investment consultant will assist with an upcoming record keeper search.
The agency issued an RFP seeking services for its capital funds earlier this year.