Consultant/OCIO/Discretionary
The searches were conducted because the contracts of the incumbents were expiring.
The plans worked with their incumbent since 2009.
The firm formed a private investment company to source, research, deliver and manage private investments for clients and has named one of its partners to head the entity.
The department has issued an RFP seeking investment consultants to assist with vendor searches, review proposed fund lineups and maintain and practice a formal investment review process for its retirement plan.
The plan’s incumbent consultant was first hired in 2015.
The city launched a search in December seeking a firm to assume a fiduciary role in performing consulting services.
The foundation has issued an RFQ seeking an investment consultant to provide non-discretionary services for its portfolio as part of its routine services review cycle.
The city agency has issued an RFP seeking an outsourced cio to manage its portfolio.
The RFI follows a key departure from the plan’s general investment consultant.
The investment consultant will provide services for the city’s deferred compensation plan as well as its three defined contribution plans.
