Consultant/OCIO/Discretionary
The plans named three finalists in their joint RFQ seeking general investment consulting services for public markets yesterday.
The retirement system and OPEB trust have worked with the incumbent provider since 2014.
The community development financial institution is seeking a social impact consultant to facilitate data and frameworks for its investments in small businesses.
The search is due to the upcoming contract expiration of Meketa Investment Group.
The retirement system’s incumbent consultant was last rehired in 2019 after a similar search.
The foundation has issued an RFP seeking an investment firm to advise on its long-term assets as part of a periodic review of its services and competitive options.
The institution is searching for investment consulting services for its five accounts totaling approximately $250 million in investments as well as its foundation’s portfolio.
The contract with the new consultant, which was approved in December, stems from an RFP process launched in the third quarter.
The city issued an RFP seeking a general investment consultant in August.
The plan will conduct interviews with the finalists in February and expects a final recommendation in early March.
