Consultant/OCIO/Discretionary
The investment consultant will advise on a new venture capital program.
The university has issued an RFP seeking an investment consultant to assist in determining investment options for its operating funds.
The plan rehired its incumbent consultant after a fee reduction.
Plan staff will interview five firms in its search for non-discretionary private markets consultants before returning with finalists.
The plan conducted a similar search in 2020 and hired NEPC.
The plan agreed to assign its alternatives consultant contract to its current general investment consultant last week.
The plan, which did not previously utilize a consultant, selected a firm last month.
The plan also named two semifinalists in its general investment consultant search.
The searches were conducted because the contracts of the incumbents were expiring.
The plans worked with their incumbent since 2009.