Consultant/OCIO/Discretionary
Plan staff intends to make recommendations for each component of the search in May and August, respectively.
The city awarded the contract to the plans’ incumbent general investment consultant last month.
The county is seeking a firm to provide retirement plan consulting services.
Plan is seeking both general investment consulting and private markets consulting services in an invitation-only search slated to begin next week.
The plans rehired their incumbent consultant following a search conducted last year.
The foundation has issued an RFP seeking a consultant to serve as a partial discretionary advisor to its investment and finance committee and advise on investment policy, asset allocation and investment management.
The healthcare system is currently conducting asset allocation studies for its operating fund and pension plan after receiving an education from its investment consultant on new asset classes including, private equity, private debt and real estate at a November workshop.
The plan made commitments totaling $500 million to three funds and retained its incumbent to advise on its defined contribution plans last week.
Selected consultant will oversee township’s 457(b), 401(a) and retirement health savings plans.
The plan anticipates selections in the non-discretionary and discretionary portions of the search to take place in May and August, respectively.
