Consultant/OCIO/Discretionary
The trust fund has hired a new non-discretionary investment consultant following an RFP process that did not see its incumbent consultant submit a proposal.
The plan’s incumbent was awarded another five-year contract at a board meeting today.
The plan is seeking a firm to advise on its $575 million in assets.
The change follows an RFP process that began in April.
The plan is looking to consolidate its consulting services into two contracts.
The college has renewed the contract of its incumbent investment consultant, which has worked with the institution since 2017, for a one-year period.
The institution has hired a new investment consultant to wrap up its search for a firm to oversee its portfolio from last year.
The college savings plan wrapped up its search for a general investment consultant to advise on its portfolio after issuing an RFP earlier this year due to the impending contract expiration of its incumbent provider.
The project basis-consultant will conduct an asset/liability study on behalf of the county’s three plans.
The plan issued an RFP earlier this year due to the expiring contract of its incumbent.
