Consultant/OCIO/Discretionary
The plan’s current consultant was hired in 2016 following a similar search.
Outsourced cio usage is expected to “increase considerably’ over the next two years and nonprofit institutions are expected to adopt the discretionary model at the fastest rates, according to new research.
The investment consultant will be responsible for a pension plan and an OPEB trust.
The plan’s new project basis-consultant was chosen over finalists Hyas Group, Innovest Portfolio Solutions and Mesirow Financial.
The village is seeking a firm to provide fiduciary and investment advisory services for its 457b plans.
The pension plan hired a firm to complement its existing fixed-income managers and rehired its general investment consultant yesterday.
The city last issued an investment consultant RFP in 2020.
The foundation expects to conduct a search for an investment advisor for its endowment later this year or early next year as its current advisor has struggled to recommend women- and minority-owned or led investment managers.
The selected general investment consultant will serve from Oct. 1 through Sept. 30, 2024.
The plan approved a recommendation from its audit committee on a new general investment consultant this week.