Consultant/OCIO/Discretionary
The firm appointed a co-cio to guide portfolio construction, manager selection and the firm’s overarching investment strategy and asset allocation as part of its leadership transition.
The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”
The authority has issued an RFP seeking investment advisors to oversee and manage its operating and other post-employment benefit trust funds.
The fund has issued an RFP for an outsourced cio as it found its current approach was too slow and did not allow for real-time market responsiveness.
The state pension plan also approved three alternatives commitments at a meeting last week.
The investment consulting firm promoted one of its investment analysts to consultant.
The plan currently works with general investment consultant Gallagher Fiduciary Advisors.
The agency hired its first outsourced cio last year following a search process that saw its original selection revoked as it was unable to reach satisfactory agreement terms with the advisor.
The organization selected a new general investment consultant for its portfolio following a search process initiated due to the impending contract expiration of the incumbent.
The institution is seeking a firm to review and oversee its 401(k) and 403(b) retirement plan investment options as it reviews investments periodically.