Consultant/OCIO/Discretionary
A fund based in a Southern State has rehired its investment consultant.
A university foundation in the Southwest has issued its RFP seeking an investment consultant for its endowment due to the impending contract expiration of its incumbent provider.
A university foundation in the South has launched its search for an outsourced cio for its endowment as it has been five years since it conducted an RFP process for the services.
Plan hired a new general investment consultant and consolidated its alternatives consultant relationships with a single firm as the result of a search conducted in the first half of the year.
Authority is seeking a consultant on behalf of its 457(b) and 401(a) plans.
Plan has issued its RFP following investment committee approval earlier this month.
Plan will retain its existing investment consultants as the result of a search launched last quarter.
Plan will recommend a single firm for hire next month following semifinalist interviews scheduled for this week.
A university foundation in the West expects to issue its RFP for an investment consultant for its endowment this week due to the impending contract expiration of its incumbent provider.
Southern University Foundation is expected to launch a search for a discretionary investment advisor to manage its investment portfolio this week.