Key Takeaways
- • Southwest Pension has issued a request for proposal (RFP) to select a general investment consultant, according to the primary source.
- • The plan last conducted a general investment consultant search in 2013, making the current process its first such review in roughly a decade and a half as of 2026.
- • The source article is brief and does not disclose the plan's asset size, the consultant mandate scope, or the timeline for selection.
Summary
Southwest Pension has moved to select a new general investment consultant, issuing a request for proposal (RFP), according to Financial Investment News (FIN). The plan last conducted a general investment consultant search in 2013, so the current process marks a significant reset of its advisory relationships.
A general investment consultant typically advises a pension plan's board and staff on asset allocation, manager selection and monitoring, risk management, and overall portfolio governance. An RFP is the formal solicitation through which a plan invites consulting firms to submit credentials and proposals, and it is commonly used by institutional plans when reviewing or replacing incumbent advisors.
The available reporting is limited. The primary source does not specify the plan's total assets under management, the scope of services being sought, the evaluation criteria, or the expected timing of a selection. Institutional allocators tracking consultant searches should monitor the plan's subsequent board communications and FIN coverage for these details.
A general investment consultant typically advises a pension plan's board and staff on asset allocation, manager selection and monitoring, risk management, and overall portfolio governance. An RFP is the formal solicitation through which a plan invites consulting firms to submit credentials and proposals, and it is commonly used by institutional plans when reviewing or replacing incumbent advisors.
The available reporting is limited. The primary source does not specify the plan's total assets under management, the scope of services being sought, the evaluation criteria, or the expected timing of a selection. Institutional allocators tracking consultant searches should monitor the plan's subsequent board communications and FIN coverage for these details.
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