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Extensive and timely coverage of the institutional industry.
The plan also placed its core fixed-income manager on watch in recent months.
The current provider will see its contract expire next year.
The district previously invested its funds with the state treasurer’s investment fund and local banks.
The plan issued an RFP in December after its previous outsourced cio was acquired.
The city worked with its previously provider for 32 years.
The general investment consultant’s oversight responsibilities will include annual evaluations of investment policies and risk levels and quarterly reviews of investment performance and asset allocation mix.
The firm has hired a managing director of portfolio management to lead the investment management efforts for its discretionary consulting business.
The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.
The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.
The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.