Searches And Hires
The plan will be examining the allocation structure of the portfolio as well as the current managers.
The plan asked its general investment consultant to prepare a search after an asset allocation discussion at today’s board meeting.
MissionSquare Retirement currently serves as the plans’ service provider.
The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.
The plan increased its core bond target as part of asset allocation changes approved at last week’s meetings.
The plan will interview three firms in its search for large-cap growth and value managers in April.
The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.
The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.
The institution approved committing $10 million to a lower middle market buyout strategy managed by a new firm in late 2022.
The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.