Consultant/OCIO/Discretionary
The 529 plan is likely conducting the search due to the impending contract expiration of incumbent 529 industry consultant, which was retained in 2023 following a similar search.
The retirement system also hired two value-add real estate managers today.
The city expects to award a contract in June.
The deferred compensation plan conducted a similar search in 2021.
The authority is seeking the services for its defined benefit and defined contribution plans.
The retirement system received six proposals in response to an RFP issued last year.
The college savings plan has reissued its RFP seeking investment consulting services for its 529 accounts to address a minor technical compliance issue.
The university selected a new investment consultant for its treasury pool to conclude a search from last year.
The utilization of outsourced cios continues to expand quickly as the U.S. market, which accounts for 75% of the $3.3 trillion global outsourced cio marketplace, grew by 16% in 2025 driven primarily by organic growth.
The foundation selected a new investment consultant to oversee its portfolio following a search from last summer to uphold its fiduciary responsibilities.
