Consultant/OCIO/Discretionary
The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.
The tribe is searching for an investment consultant to review the construction, fee structure and investment policy for its investment portfolio, while also evaluating the responsibilities of its fund managers.
The fund is searching for a non-discretionary investment consultant to assist in overseeing its investment management function, developing the investment policy and strengthening the board’s knowledge, skill and investment oversight responsibilities.
The plan, which has worked with its incumbent since 2001, has issued an RFI seeking an investment consultant.
The RFP is open to general, real estate and real assets consulting services.
The plan has begun its search for a private equity consultant due to the contract expiration of its incumbent.
The plan launched a search for investment consulting services late last year.
The plan increased its private credit target and added a commitment within the non-core fixed-income portfolio yesterday.
The consultant will be responsible for the plan’s stable value fund.