Consultant/OCIO/Discretionary
The trust’s existing consultant contract expires this year.
The plan agreed to move forward on due diligence with four firms in its general investment consulting services search.
The pension plan expects to conclude the searches between April and May.
The deferred compensation plan posted an RFP for investment consulting services.
A utilities district in a Midwestern state is on the lookout for an investment advisor for its two retirement plans.
The retirement fund has issued RFPs for a general consultant as well as an alternatives consultant to advise on private equity, credit, real estate, real assets and hedge funds.
The retirement systems concluded a general investment consultant search last month following finalist interviews held last quarter.
The institution rehired its discretionary investment advisor over two other finalists following the issuance of an RFP in the first quarter of 2023.
The foundation hired a new investment consultant in the fourth quarter following a search based on its new strategic plan.
The plan interviewed a total of four consultant finalists today.
