Consultant/OCIO/Discretionary
The plan has issued an RFP seeking an investment consultant to oversee and advise on its assets.
The retirement system is seeking a firm to conduct a fiduciary performance audit.
The retirement plan had worked with general investment consultant NEPC since 2023.
The retirement system does not currently use an investment consultant.
The pension trust’s last competitive bid process for the services took place in 2006.
The university recently retained its incumbent investment advisory firm after issuing an RFQ earlier this year.
The plans have worked with incumbent Innovest Portfolio Solutions since 1999.
The retirement plan interviewed three consultant finalists for its alternatives portfolio.
The senior v.p. and consultant in the Denver office departed the firm last month to take time off to spend with family.
The plan hired a new consultant following its RFP for the services conducted in 2021.
