Consultant/OCIO/Discretionary
The current consultant will see its contract expire this year.
The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.
The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.
The public trust fund is searching for discretionary investment managers to handle a portion of its $871 million investment portfolio comprised of fixed-income investments.
The county has issued an RFP seeking a consultant to help research, design and execute a Community Development Financial Institutions fund.
The college has hired its first-ever outsourced cio to manage its endowment due to the departure of a senior staff member late last year.
The plan initiated a search last summer seeking a consultant for its deferred compensation and retiree health savings plans.
Plan pushed finalist selection and interviews one month each to allow more time to review RFP submissions.
Plan selected a maiden private credit consultant following finalist interviews held this week.
The plan previously worked with general investment consultant Segal Marco Advisors.