Consultant/OCIO/Discretionary
The plan authorized staff to issue the RFP in November and committed to an existing buyout manager at yesterday’s board meeting.
The firm added a consultant to focus on client service, investment policy, asset allocation and manager structure implementation last month.
The plan will issue an investment consultant RFP in the coming months due to upcoming contract expirations and recently made two private equity commitments.
The foundation hired a new outsourced cio to replace its incumbent discretionary provider following a search from last year.
The plan will look to issue its general investment consultant RFP later this year due to the contract expiration of its incumbent.
The plan will issue an RFP for general board investment consulting as well as private debt, private equity, real estate and infrastructure program consulting.
Firm added a consulting team member based in Jacksonville, Fla.
The consultant will assist the plan with an upcoming record keeper search.
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.