Consultant/OCIO/Discretionary
The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.
The search follows the plan’s approval of a one-year agreement with incumbent Innovest Portfolio Solutions.
The plan, which does not currently work with a consultant, has issued an RFP seeking an independent board investment consultant.
All three searches are being conducted due to the contract expirations of the incumbent providers.
Search comes in anticipation of its incumbent’s impending contract expiration.
Search is due to the impending contract expiration of incumbent RCLCO.
Plan added $30 million across two real estate commitments with existing manager relationships.
The township has issued an RFP seeking investment consulting services for its 401(a) and 457 plans.
Consultant will assist in the administration of its 529 plans due to the upcoming contract expiration of its incumbent provider, which has been providing the services for more than a decade.
Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.
