Consultant/OCIO/Discretionary
The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.
A new study shows growth of the outsourced cio industry is expected to continue through 2029.
The agency is seeking an investment consultant to advise on its two portfolios, including monitoring manager performance, conducting asset allocation reviews and recommending investment policy improvements.
The plan has lined up 2026 searches for real assets, real estate and private credit managers.
Outsourced cio providers can best meet endowments and foundations’ growing demand for exposure to the best private market asset managers through dedicated research teams and tailored service models.
The consulting firm appointed its partner and cio as president, effective Jan. 1, that will eventually take over the ceo role to start 2027 as the current ceo moves to a senior advisory role.
The county has issued an RFP seeking fiduciary consulting services for its $31.6 million in deferred compensation assets.
Three finalists were interviewed at a board meeting this week.
The nonprofit is looking to partner with a consultant to conduct a feasibility study for a possible blended capital impact investment fund.
The plan received three proposals in response to an RFP issued in April.
