Consultant/OCIO/Discretionary
A California county is seeking investment consulting services on behalf of its defined contribution plans.
The program is seeking consulting services related to design, implementation, administration, procurement, best practices and more.
The plan selected a new investment consultant following a search initiated in October.
Incumbent consultant has been handling the plan’s services on a month-to-month basis since its three-year contract expired during the COVID-19 pandemic.
The trust’s incumbent consultant is on a six-month contract.
The search is due to the contract expiration of incumbent Innovest Portfolio Solutions.
The plan will issue its general investment consultant RFP on Dec. 5 after previously expecting to start the search this month.
The plan has begun a search for an investment consultant.
The plan named a new investment consultant after reviewing its options in the space in recent months.
The search relates to a reporting error in 2020.
