Consultant/OCIO/Discretionary
The plan has launched a search for an investment consultant due to the upcoming contract expiration of its incumbent, which is allowed to rebid.
The plan selected a new general investment consultant in the fourth quarter following a search initiated earlier in the year.
The university has moved to an outsourced cio model from its traditional non-discretionary investment consultant model to improve nimbleness and reduce risk.
The plan approved criteria for its short-duration fixed-income manager search and made an opportunistic real estate commitment for pacing purposes last week.
The plan will issue an RFP later this year after working with its incumbent since 2011.
The Treasury is seeking a firm to assist investment staff in managing its $37.7 billion investment portfolios.
The district is seeking the services for approximately $80 million to $100 million in operating and capital funds.
The board approved conducting a search for an investment consultant for its more than $2 billion in assets at its meeting in early February.
The foundation has selected a firm to provide non-discretionary investment consultant services for its portfolio following an RFI process launched in the second quarter.
The university has issued an RFP seeking specialized services related to reporting and communication of climate-related disclosures for its endowment and operating pools for an inaugural report.