Consultant/OCIO/Discretionary
Hyas Group currently provides the services for the $143 million plan.
The search is being conducted for best practices.
The contract of the plan’s incumbent investment consultant is expiring.
The plans will interview four consultants later this week.
The foundation has hired an outsourced cio to manage the university’s endowment and associated assets following a search process from last year.
The fund will also review a high-yield fixed-income manager search request from staff at its June 13 board meeting.
The county concluded a search for investment consulting services on behalf of its deferred compensation plans last quarter.
The plan voted to remain with its incumbent at a special board meeting yesterday.
The plan will issue an RFP due to the upcoming contract expiration of incumbent Northwest Capital Management.
The authority is seeking an investment advisor for its retirement plan.