Consultant/OCIO/Discretionary
Manager research teams must work harder and tailor their marketing approaches in order to gain attention and win assets from consultants in a changed investment environment, a new study finds.
The endowment is preparing to conduct a search for an investment consultant for its portfolio after wrapping up its U.S. direct lending manager search at its November board meeting.
The current advisor provides discretionary and non-discretionary services.
The plan also approved conducting a search for a non-discretionary private markets consultant.
The plan’s incumbent consultant will see its five-year contract conclude next year.
The selected consultant will be responsible for fund menu advice and selection and investment manager/mutual fund searches and evaluation, among other responsibilities.
The plan’s incumbent consultant will see its five-year contract conclude next year.
The plan opted to retain its incumbent for an initial five-year term.
The plan rehired its incumbent following a similar search conducted in 2017.
The pension fund concluded a general investment consultant search by selecting its incumbent this week.