Consultant/OCIO/Discretionary
The incumbent consultant was awarded a new eight-year contract.
The plan’s board will vote on a recommendation at a meeting later this month following finalist interviews this week.
The university is considering extending the general investment consultant’s contract for an additional one-year period.
The trust last conducted a similar search in 2020.
The plan hired a new firm in its general investment consultant search.
The defined contribution plan has issued an RFP seeking investment consulting services.
The plan most recently renewed its general investment consultant contract in August 2022.
The plan is relaunching the search due to “issues” with its previous RFP.
The plan made a hire last month after issuing an RFP for advisory and investment consulting services in April.
The railway’s board is searching for an investment advisor to help implement a trust fund, which will have an initial $1.6 billion allocation.