Consultant/OCIO/Discretionary
The new hire joined the firm this month from CAPTRUST Financial Advisors.
Mike Beczkowski is a senior consultant at investment consulting firm Bolton Investment, where he focuses on fiduciary plan advising, retirement plan consulting and employee benefits design. He took the time to answer five questions with FIN News.
The retirement plan will conduct an invitation-only search for its discretionary private equity portfolio services.
An RFP was issued earlier this year for the authority’s $213.6 million Retirement Income Plan and $107.6 million Defined Contribution Pension Plan.
The retirement fund’s trustees asked for more information before hiring one firm as the primary consultant and a second for carve-out services following finalist interviews at today’s investment committee meeting.
The deferred compensation plan received five proposals in response to an RFP issued in March.
A university based in the Midwest has launched a search for an investment advisor for its defined contribution plans.
The state treasurer’s office retained its incumbent sustainability-focused investment consultant following a search from earlier this year as the incumbent had reached its statutory 10-year maximum term.
The authority has issued an RFQ seeking firms that provide investment accounting, investment performance and analytics and investment policy compliance software for its two portfolios totaling roughly $24 billion.
Meketa Investment Group currently provides the services for the retirement system.
