Consultant/OCIO/Discretionary
A university in the South has extended the deadline for proposals in its search for a firm to provide discretionary investment management services for an internally managed investment portfolio.
A university foundation in the South will narrow its search for discretionary investment advisors to three to four finalists at its May meeting and hear finalist presentations at its June meeting.
A Midwestern pension plan has retained its general investment consultant following an RFP process from last year for due diligence purposes.
A Northwestern city is searching for a consultant for its 457 deferred compensation plan.
The plan expects to conduct interviews with three finalists at an upcoming meeting.
The plan has issued an RFP for real assets consulting services.
The new advisor will work with Aksia’s North American clients on portfolio construction and manager selection.
A Midwestern pension plan has issued its RFP for general investment consulting services.
The plan retained its general investment consultant following an RFP process from last year.
The plan is conducting the search in anticipation of its incumbent’s expiring contract.