Consultant/OCIO/Discretionary
The current consultant’s contract has expired.
The plan, which launched an invitation-only search this year, will make a decision next week.
The system will hear presentations from four finalists next week in its search for a consultant to oversee its defined pension, defined contribution and operating funds.
The foundation hired a new discretionary investment consultant following an invitation-only search process from earlier in the year.
The plan will recommend the hire of a new pension investment consultant at a meeting this week.
The plan hired two firms following the issuance of an RFP in 2019 due to the contract expiration of its incumbent provider.
The plan hired its current consultant in 2017 following a search for services.
The plan has begun its searches for general investment and public markets consulting services.
The plan will be responsible for a portfolio valued at more than $54 billion.
The plan will issue an RFP for non-discretionary and discretionary services in January.