Consultant/OCIO/Discretionary
An education foundation in the South is seeking an investment management consultant for its investment portfolio as it looks to minimize short-term risk, preserve capital and grow over the long term.
A foundation in the mid-Atlantic region moved to a new investment consultant last year following an invitation-only RFP as its previous investment consulting team left its incumbent provider.
Private credit consultant search follows the evolution of the plan’s non-core fixed-income portfolio.
The plan last conducted a consultant search in 2015.
Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.
Meketa Investment Group has served as the agency’s investment consultant since 2014.
The plan is seeking its first dedicated non-discretionary private credit consultant.
Authority is seeking a financial advisor on behalf of its three defined contribution plans.
The treasurer’s office has issued an RFP seeking an investment consultant for its cash portfolio.
