Consultant/OCIO/Discretionary
Hiring an outsourced cio today is easier than in the past, when most outsourced cio arrangements were the product of board member relationships rather than an organized search process.
A New England school district is searching for a firm to conduct performance evaluations of its investment managers.
The plan rehired its outsourced cio, which will target additional real estate and private equity investments this year.
The plan last conducted a consultant search in 2018 that resulted in rehiring its incumbent.
Plan approved the RFP for general investment consulting services at a board meeting last week.
Plan is seeking an investment consultant to assess its investment program.
The plan hired a consultant for its employee defined contribution retirement program last week, which was previously overseen by the city itself.
A Rocky Mountain board will not pursue outsourced cio services for its defined contribution plans following the issuance of an RFI.
Plan will further discuss a fee proposal with at least one firm before making a selection in a general investment consultant search.