Consultant/OCIO/Discretionary
A board of regents overseeing public universities based in the Southwest is looking for a firm or firms to advise its retirement plan investments.
The investment consulting firm’s 58-member team and $124 billion in non-discretionary assets under advisement will move to Cresset in a deal expected to close later this year.
The retirement system’s current consultant was rehired after a similar RFP process in 2018.
The retirement system has issued an RFP seeking a general investment consultant.
The county did not previously utilize a consultant for its two deferred compensation and health savings account plans.
The authority is seeking firms or individuals to provide investment advisory consulting services.
The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.
The plans last rehired their incumbent to a one-year contract following a search process completed in 2024.
The foundation is seeking an investment consultant to advise its investment portfolio as it also explores increasing its private equity and debt allocations.
The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.