Consultant/OCIO/Discretionary
The college is seeking a retirement consultant that can assist in providing regular objective, third-party advisory and consulting services regarding its 401(a), 403b and 457 retirement plans.
The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.
The state authority has selected an investment consultant and industry advisor for its college savings plan after conducting a search earlier this year due to a statutory requirement.
The program approved the addition of a new small-cap value fund to replace an existing strategy within a lineup of underlying fund managers and rehired its investment consultant for a three-year term.
The plan’s consulting contracts are slated to expire in the first quarter of 2025.
The current consultant will see its contract expire next year.
The foundation has issued an RFP seeking a firm to help it conduct a search for an outsourced cio to manage its portfolio.
The new consultant will begin its new five-year contract in February.
The pension fund approved the search for a maiden private markets consultant at a board meeting earlier this month.
The contract will run for three years with the option to extend for two one-year terms.