The university is seeking an investment consultant for its three defined benefit plans, two defined contribution plans and trust and endowment investment pools due to the contract expiration of its incumbent provider.
The college is seeking non-discretionary advisory services for endowment and foundation investment funds as its incumbent provider’s contract is expiring.
The university selected its incumbent consultant to oversee and manage its operating funds after issuing an RFP last year for standard due diligence because of the firm’s impending contract expiration.
The county has issued an RFP seeking firms to provide discretionary investment management, custodial coordination and trust advisory services for its new reserve and trust fund.