Consultant/OCIO/Discretionary
The agency’s plans hired their first investment consultant following a search process conducted in 2018.
The plan approved a hybrid of traditional consulting and outsourced cio services for a three-year contract.
The pension hired its incumbent consultant following a search conducted in 2025.
The city’s three pension plans will each be involved in the search.
The retirement system wrapped up an RFP process initiated in January.
The plan also opted to retain its general investment consultant following a search process.
The search is being conducted due to the upcoming contract expiration of incumbent Innovest Portfolio Solutions.
The authority has concluded an invitation for quote process launched in April.
The search is being conducted due to the upcoming contract expiration of incumbent RVK.
The district is seeking consulting and investment advisory services for its supplemental pension plans for management and union employees.