Consultant/OCIO/Discretionary
The plan is also slated to discuss alternative asset mixes for its fixed-income portfolio.
The selection concluded a search launched in the second quarter.
The university made an award in its search for an investment consultant for its operating funds in the third quarter after launching a search in April.
The plan will interview two finalists next month after narrowing the search from four firms last week.
The plan elevated its core-plus bond manager to watch status.
The firm will serve as the plan’s maiden investment consultant.
The retirement systems will interview three finalists in its general investment consultant search at a special joint meeting next week.
The university has issued an RFP seeking investment consulting services for its endowment and operating and reserve funds to review services that may be helpful in achieving its investment goals.
The city issued an RFP earlier this year after not previously utilizing a consultant.
The plan issued an RFP earlier this year due to the firm’s contract expiration.