Consultant/OCIO/Discretionary
The foundation hired a new discretionary investment consultant following an invitation-only search process from earlier in the year.
The plan will recommend the hire of a new pension investment consultant at a meeting this week.
The plan hired two firms following the issuance of an RFP in 2019 due to the contract expiration of its incumbent provider.
The plan hired its current consultant in 2017 following a search for services.
The plan has begun its searches for general investment and public markets consulting services.
The plan will be responsible for a portfolio valued at more than $54 billion.
The plan will issue an RFP for non-discretionary and discretionary services in January.
The endowment hired an hired an outsourced cio to manage its newly created portfolio after hiring a president and ceo in the first quarter and selecting an investment coach to help develop investment policies in July 2021.
The plan engaged with a firm to provide retirement plan advisory services after issuing an RFQ in the second quarter.
The plan last rehired Segal Marco Advisors as its general investment consultant in 2017.