Consultant/OCIO/Discretionary

An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.

A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.

The authority expects to contract an award in July.

The plan reissued its investment consultant RFP after a change in ownership for its existing provider.

She will focus on U.S. and international public equity manager research.

Plan’s investment committee named a winner after interviewing two finalists.