Consultant/OCIO/Discretionary
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.
Plan staff intends to make recommendations for each component of the search in May and August, respectively.
The city awarded the contract to the plans’ incumbent general investment consultant last month.
The county is seeking a firm to provide retirement plan consulting services.
Plan is seeking both general investment consulting and private markets consulting services in an invitation-only search slated to begin next week.
The plans rehired their incumbent consultant following a search conducted last year.
The foundation has issued an RFP seeking a consultant to serve as a partial discretionary advisor to its investment and finance committee and advise on investment policy, asset allocation and investment management.