Consultant/OCIO/Discretionary
The university is seeking an investment consulting firm to oversee its retirement and deferred compensation plans as its incumbent provider’s contract is expiring in the forth quarter.
The plan rehired its current consultant after a similar RFP process in 2019.
The trust is seeking a firm to provide investment consulting services for its $60 million portfolio.
The retirement system also made three commitments at its investment committee meeting last week.
The plan last conducted a similar search in 2021.
The plans currently work with general investment consultant Innovest Portfolio Solutions.
The firm will manage a total of $70 billion between the two corporate plans.
The plan has issued an RFP seeking an investment consultant to oversee and advise on its assets.
The retirement system is seeking a firm to conduct a fiduciary performance audit.
The retirement plan had worked with general investment consultant NEPC since 2023.
