Consultant/OCIO/Discretionary
The authority selected a firm to serve as consultant for its investment portfolios totaling more than $100 million in assets following a search from late last year.
The plan expects to issue its general investment consultant RFP next month.
The district is seeking investment consulting services for its approximately $100 million to $150 million in operating and capital non-pension funds.
The city hired an inaugural consultant for the trust in 2021 following a similar search process.
The city expects to issue an RFP and evaluate proposals by the plans’ May 7 board meeting.
An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.
The retirement association will issue a real estate consultant RFP this quarter due to the upcoming contract expiration of its incumbent.
The retirement system will conduct the search due to the expiring contract of its incumbent.
The issuance of an intent to award notice is slated for May 1.
The auto-IRA retirement savings program is expected to fully launch in 2027.
