Consultant/OCIO/Discretionary
Plan has worked with its incumbent consultant since 2013.
The district is seeking consulting and advisory services for its deferred compensation committee.
The foundation hired an investment consultant over two other finalists based on its team management approach, experience/expertise with similar sized endowments and price following the issuance of an RFP in the first quarter of 2022.
The firm was first hired in 2016.
The plan will begin the search in the first quarter.
The plan has worked with its incumbent investment advisor since 2009.
The fund is searching for an investment consultant to assist with investment manager and custodian searches and provide performance reporting and weekly portfolio monitoring.
The city’s current consultant was hired in 2017 following a similar search.
The plan also approved two real assets commitments along with a 2023 pacing plan at last week’s meeting.