Client’s Objectives

  • Supplement fiduciary duty of a $42 million investment portfolio by:
    • administering solid investment management RFP process
    • selecting the top investment manager


  • Identify top-tier institutional investment managers
  • Develop leading practice RFP and proposal rating methodology
  • Administer the selection process with management and Board Finance Committee


  • Provided investment industry knowledge and a solid RFP/rating process
  • Obtained solid institutional investment management proposals
  • Led to client’s selection of top-tier long-term investment management partner