Consultant/OCIO/Discretionary
The board approved conducting a search for an investment consultant for its more than $2 billion in assets at its meeting in early February.
The foundation has selected a firm to provide non-discretionary investment consultant services for its portfolio following an RFI process launched in the second quarter.
The university has issued an RFP seeking specialized services related to reporting and communication of climate-related disclosures for its endowment and operating pools for an inaugural report.
The plan rehired its incumbent general investment consultant following finalist interviews held on Monday.
The plan has worked with its incumbent general investment consultant since 2008.
The plan expects to complete the invitation-only RFP process by the end of the third quarter.
The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.
The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.
The plan made commitments to existing relationships, added a new credit manager and approved the hire of a new public markets consultant at its Feb. 16 meeting.
The plan hired an international growth equity manager and committed to two existing private equity managers last month.