Consultant/OCIO/Discretionary
The agency hired its first outsourced cio last year following a search process that saw its original selection revoked as it was unable to reach satisfactory agreement terms with the advisor.
The organization selected a new general investment consultant for its portfolio following a search process initiated due to the impending contract expiration of the incumbent.
The institution is seeking a firm to review and oversee its 401(k) and 403(b) retirement plan investment options as it reviews investments periodically.
The retirement system also approved a 2026 private markets pacing plan in January.
The retirement plan has issued an RFP seeking investment consulting services.
The pension trust will issue an RFP for general investment consulting services following approval at next week’s board meeting.
The retirement fund also reupped with its incumbent general investment consultant at today’s board meeting.
The plan has been slated to issue the RFP this year for due diligence purposes.
The state conducted a search in July for its various pension plans and endowments.
The state selected the incumbent consultant to continue advising its 529 plan and other funds following an RFP process from last year.