Consultant/OCIO/Discretionary
The new consultant will advise the board on asset allocation and provide performance analysis.
The plan has begun a request for services for a consultant.
The current consultant’s contract is set to expire later this year.
The deferred compensation plan received a total of six proposals in its investment consultant search.
The plan was set to vote on its final contract extension with its incumbent consultant this month.
Authority has issued RFPs for both retirement plan investment advisory services and retirement plan services on behalf of its roughly $29.5 million in assets.
The university rehired its investment consultant for its long-term and cash pools following the issuance of an RFP in the fourth quarter for standard due diligence purposes
The firm has hired a senior investment consultant from another investment consulting firm to work with nonprofit clients.
The state fund-of-funds has issued an RFP seeking an investment consultant due to the upcoming contract expiration of its incumbent provider, which is eligible to rebid.
The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.
