Consultant/OCIO/Discretionary
The foundation has issued an RFP seeking an investment consultant for its endowment and operating accounts.
The selected consultant will run a review of and RFP for plan provider services.
The plan is considering rehiring its general investment consultant and selecting a new consultant for its real estate and real assets portfolios.
The plan has launched a search for an investment consultant due to the upcoming contract expiration of its incumbent, which is allowed to rebid.
The plan selected a new general investment consultant in the fourth quarter following a search initiated earlier in the year.
The university has moved to an outsourced cio model from its traditional non-discretionary investment consultant model to improve nimbleness and reduce risk.
The plan approved criteria for its short-duration fixed-income manager search and made an opportunistic real estate commitment for pacing purposes last week.
The plan will issue an RFP later this year after working with its incumbent since 2011.
The Treasury is seeking a firm to assist investment staff in managing its $37.7 billion investment portfolios.
The district is seeking the services for approximately $80 million to $100 million in operating and capital funds.