Consultant/OCIO/Discretionary
She will be responsible for research, analysis and evaluation of investment managers across the international equities asset class.
The new office will initially focus on institutional retirement advisory services.
The transaction closed on July 6.
The plan is searching for a firm to help its risk team adopt risk management methodologies.
The plan last relaunched the search in October after not receiving any responses to the initial search.
The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.
The search follows the plan’s approval of a one-year agreement with incumbent Innovest Portfolio Solutions.
The plan, which does not currently work with a consultant, has issued an RFP seeking an independent board investment consultant.
All three searches are being conducted due to the contract expirations of the incumbent providers.
Search comes in anticipation of its incumbent’s impending contract expiration.
