Consultant/OCIO/Discretionary
The consultant will oversee the university’s operating funds portfolio, including ongoing review and reporting of existing manager performance, assistance with the search and selection of new managers and cash flow analysis.
The plan will look to conclude its private markets consultant search next month.
The retirement system expects to issue the RFP in November.
Team members from an outsourced cio have started a new platform to capitalize on opportunities outside the U.S.
The city has yet to determine a date for final selection.
The county last conducted a similar RFP in 2020.
The deferred compensation plan also received proposals from Fiduciary Consulting Group, NFP Retirement, SageView Advisory Group and USI Consulting Group.
The retirement system also made several changes to its public equity and real estate portfolios last week.
The treasury is seeking an investment advisor and performance reporting consultant.
The city is seeking plan administration services on behalf of its $25 million 457(b) plan and several others.
