Consultant/OCIO/Discretionary
A Northeastern state county is seeking consulting services on behalf of its deferred compensation plans.
The district is seeking the services for its retirement plans.
The plan is conducting the search due to the upcoming contract expiration of its current consultant.
The health system outsourced the management of its pension and endowment assets this week, replacing an internal investment office led by CIO David Holmgren.
The plan’s contract with its current consultant will expire in April.
The plan will issue the RFIs as its looks to put its contracts out to bid due to their upcoming expirations.
The plan, which launched an investment advisor search earlier this year, extended services with its incumbent on a month-to-month basis.
The services sought include general board consulting as well as consulting for the plan’s private debt, private equity, real estate and infrastructure programs.
The plan has issued its RFP for a general investment consultant after issuing a private equity consultant RFP earlier this month.
The plan will interview five firms in its investment consultant search at a meeting next month.