Consultant/OCIO/Discretionary
The plan expects to complete the invitation-only RFP process by the end of the third quarter.
The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.
The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.
The plan made commitments to existing relationships, added a new credit manager and approved the hire of a new public markets consultant at its Feb. 16 meeting.
The plan hired an international growth equity manager and committed to two existing private equity managers last month.
The plan has $39 million remaining to be committed to three private equity funds in 2023.
The search will begin in the next three to six months due to the upcoming contract expiration of the incumbent.
The city is seeking a discretionary investment manager for a portion of its portfolio.
The plan is conducting the search for best practices purposes.
The college savings plan has issued its RFP seeking 529 industry consulting services due to the April 16 contract expiration of its incumbent provider.