Consultant/OCIO/Discretionary
The current consultant was first hired in 2016.
The plan expects to issue the RFP in 2023 after delaying it for one year.
The university reissued its RFP for non-discretionary investment advisory services for its endowment after canceling the search in the second quarter “due to a change in the requirements.”
The incumbent was also the lone bidder to an RFP.
The new consultant will provide private credit and credit consulting services.
The college is seeking a firm to advise and manage a portfolio that is expected to be $10 million initially.
The search is due to the upcoming contract expiration of incumbent Hyas Group.
The plan is conducting a search for an investment consultant.
He is responsible for sourcing and underwriting private real estate opportunities.
The plan has a new consultant to assist in conducting a record keeper search and provide regular consulting services.