The University seeks an institutional investment advisory firm to assist with various functions, investment fund selection, and monitoring functions. 5.2 TASKS/DELIVERABLES The advisory firm must have assets under advisement from clients of at least $250 billion dollars. The University seeks an institutional investment advisory firm to assist with the following functions investment fund selection and monitoring functions: 1.) The advisory firm will meet with the Benefits Investment Advisory Committee (the Committee) on a quarterly basis to provide expert and accountable guidance and recommendations that enable the committee to prudently exercise their fiduciary duty under applicable state and federal laws and regulations, as well as the UNC Investment Policy Statement.
