Consultant/OCIO/Discretionary
The firm was also the sole bidder to an RFP issued last summer.
The fund canceled its RFP seeking a non-discretionary investment consultant to oversee its trust fund late in the fourth quarter as the consultant’s contract was slated to begin Dec. 1.
The current consultant will see its contract expire this year.
The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.
The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.
The public trust fund is searching for discretionary investment managers to handle a portion of its $871 million investment portfolio comprised of fixed-income investments.
The county has issued an RFP seeking a consultant to help research, design and execute a Community Development Financial Institutions fund.
The college has hired its first-ever outsourced cio to manage its endowment due to the departure of a senior staff member late last year.
The plan initiated a search last summer seeking a consultant for its deferred compensation and retiree health savings plans.
Plan pushed finalist selection and interviews one month each to allow more time to review RFP submissions.