Consultant/OCIO/Discretionary
A trust overseeing community and technical colleges in the State of Washington is looking for a consultant to advise on its retirement plans portfolio.
The retirement system rehired its incumbent in 2018 after a similar search.
The investment consultant will provide strategic investment advice and maintain appropriate risk levels for the association’s portfolio, which could grow to $400 million in assets in the next decade.
The retirement system also replaced its domestic small- to mid-cap core equity manager last month.
The search is due to the contract expiration of its incumbent investment consultant.
The authority rehired its general investment consultant this summer after issuing an RFP in February.
The current consultant will see its contract expire next June.
The office is seeking firms to advise and represent it regarding charitable trust and investment cases.
Hesitation around artificial intelligence has evaporated rapidly among defined contribution consultant and advisory firms in the past year, according to a recent study.
The firm’s new institutional practice management head joins after a dozen years with UBS.
