Consultant/OCIO/Discretionary
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.
A community foundation in the Mid-Atlantic region retained its discretionary investment advisor earlier this year following a search from 2020 to evaluate the marketplace.
An outsourced cio has hired a director of investment operations to oversee all investment administration related functions, including performance reporting, operational due diligence and client onboarding.
The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.
