Consultant/OCIO/Discretionary
The current consultant will see its contract expire at the end of the year.
The authority is seeking retirement investment advisor and consulting services on behalf of its $91 million defined contribution and $22.2 million deferred compensation plans.
The investment consultant was also rehired in 2019 following a similar RFP process.
The tribe is searching for a manager to serve as a discretionary fiduciary and oversee its liquidity, reserve and endowment portfolios.
The college is seeking an investment consultant to provide non-discretionary investment services across its three defined contribution plans totaling more than $80 million.
The city also recently consolidated its record keeping services with one firm.
The retirement system received four proposals in response to an RFP issued in November.
The retirement fund elected to retain its incumbent following finalist interviews that included three other firms.
A contributed article from Erika Olson and Haley Tran of general investment consultant Meketa Investment Group.
The city expects to issue an RFP in the next two to three weeks.
