Consultant/OCIO/Discretionary
The executive v.p. and director of research has been with Callan since 1989.
The state pension fund will hire a consultant for its risk diversifiers portfolio at this week’s board meeting.
The plans currently work with general investment consultant Segal Marco Advisors.
The economic development agency is looking to engage a firm to review its venture programs and possibly provide ongoing investment advisory services.
The college has launched an RFP for an investment advisor after approving a new investment policy statement in April.
The college approved renewing the contract of its general investment consultant for one additional year during its May board meeting.
The current consultant will see its contract expire at the end of the year.
The authority is seeking retirement investment advisor and consulting services on behalf of its $91 million defined contribution and $22.2 million deferred compensation plans.
The investment consultant was also rehired in 2019 following a similar RFP process.
The tribe is searching for a manager to serve as a discretionary fiduciary and oversee its liquidity, reserve and endowment portfolios.
