Client’s Objectives
- Supplement fiduciary duty of a $42 million investment portfolio by:
- administering solid investment management RFP process
- selecting the top investment manager
Project
- Identify top-tier institutional investment managers
- Develop leading practice RFP and proposal rating methodology
- Administer the selection process with management and Board Finance Committee
Results/Value
- 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