Consultant/OCIO/Discretionary
The current consultant’s contract is set to expire next year.
The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.
The plan is seeking investment consulting services for its $12.5 million portfolio.
The city expects to initiate negotiations with the preferred candidate on Aug. 21.
The plan’s current consultant contract is set to expire.
The plan is looking to create a pool of consultants to advise its investment office across all asset classes.
The plan last conducted an investment consultant search in 2019.
The plan is conducting a general investment consultant services search for a contact slated to start on July 1.
The hospital has issued an RFP seeking an investment consultant for its portfolio, which is divided between three advisors.
The consultant will help the city prepare a scope of services for an RFP to consolidate its five deferred compensation plan providers.