Consultant/OCIO/Discretionary
The search is being conducted for best practices.
The retirement fund selected a new consultant to conclude an invitation-only search launched in November.
The search is open to both traditional investment consultants and outsourced cio service models.
The plan is looking for general and private markets consulting services.
The plan currently works with general investment consultant CAPTRUST Financial Advisors.
The city expects to select a firm by July.
The plan currently maintains a pool of pre-qualified firms for general investment consulting services.
The selected firm will service the district’s 457, 401(k) and OPEB funds.
He was part of the firm’s fund sponsor consulting group.
The city received three proposals in response to an RFP issued on behalf of the plan in February.