Consultant/OCIO/Discretionary
The state selected the incumbent consultant to continue advising its 529 plan and other funds following an RFP process from last year.
The plan last conducted a similar search in 2019 when it rehired its incumbent.
The university and its affiliated foundation have issued an RFQ for a general investment consultant to oversee and manage their combined portfolio.
A relatively new investment advisory firm helps investment committees at foundations and endowments find alpha-generating opportunities in climate solutions.
The plan hired a new general investment consultant and consolidated its private markets consulting services with another firm following a similar search in 2021.
The plan is seeking private equity, private real estate, private credit, public markets and compliance reporting consulting services.
The plan had been slated to issue its RFP for general investment consulting services this week.
The search is on behalf of the authority’s money purchase pension plan and trust.
The pension plan will issue the RFP in September as its current contract has exceeded five years.
The pension plans received seven submissions in response to a joint RFQ issued in October.
