13 . Jan . 17

$632m Foundation Advances 4 firms in OCIO RFP

eRFP UPDATE:  Presbyterian Church (USA) Foundation (PCF), account size $632,800,000 issued an OCIO eRFP through InHub’s online technology at the end of October 2016 with the assistance of Search Consultant: White Oak Advisors, LLC.  Finalists have been advanced:  Hirtle Callaghan & Co, Marquette Associates, SEI Investments, and Vanguard.  The incumbent was not advanced (incumbent firm name is not being disclosed at this time).  Finalists presentations in the form of site visits will take place in early February, with a decision to follow.

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