Consultant/OCIO/Discretionary
The college is seeking an investment consultant to provide non-discretionary investment services across its three defined contribution plans totaling more than $80 million.
The city also recently consolidated its record keeping services with one firm.
The retirement system received four proposals in response to an RFP issued in November.
The retirement fund elected to retain its incumbent following finalist interviews that included three other firms.
A contributed article from Erika Olson and Haley Tran of general investment consultant Meketa Investment Group.
The city expects to issue an RFP in the next two to three weeks.
The retirement system expects to conduct finalist presentations at its Nov. 12 investment committee meeting.
The plan will interview two firms in its general investment consultant search.
The university is reviewing its discretionary investment consultant relationship and investment strategy as part of its standard due diligence practices.
The retirement association is seeking a firm to review and evaluate its discretionary private credit and private equity portfolios.
