Consultant/OCIO/Discretionary
The county 457 plan retained its incumbent following its last RFP for the services five years ago.
The retirement system last issued a general investment consultant RFP in 2015.
The pension plan issued an RFP in April due to its incumbent’s contract expiration.
One discretionary advisor sees an imperative need for in-person interaction at foundations and endowments to successfully advance mission-oriented objectives, particularly amid changing board demographics.
The university retained its incumbent discretionary investment advisor following a search launched in the first quarter.
The university hired a new outsourced cio to handle its endowment late last year following an invitation-only search process.
The hire concludes a search that included an RFP and an RFI issued in July and April, respectively.
The firm informed a list of municipal government entity accounts in which the firm would be closing relationships.
The city hired incumbent Fiduciary Consulting Group following a similar RFP process in 2019.
The plan rehired its incumbent consultant in 2018 after a similar search.