Consultant/OCIO/Discretionary
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.
The foundation is searching for a non-discretionary consultant for its endowment as its cio recently stepped down from the role.
The community college hired an outsourced cio for a newly established endowment in the second quarter.
The plan hired two firms to provide alternative asset consulting at its board meeting last week.