Investment Management Services

The vendor is required to provide investment management services responsible for:
•    Advocacy – building relationships and educating others about the importance of their mission
•    Fund development – connecting potential donors to opportunities to make philanthropic and sponsorship investments
•    Stewardship – maintaining strong relationships with donors and supporters, demonstrating impact of donations, ensuring donor wishes are met and they feel valued, informed, and connected to their mission 
•    Granting – expending donor funds in alignment with their wishes for the benefit of agency and their students
•    Financial oversight - overseeing financial management, reporting, accountability and stewardship of donor gifts.
- Investment management firm
•    A brief description of the investment management firm and its investment style
•    A confirmation of adherence with global investment performance standards (GIPS) 
•    Confirmation of a signatory to the country principals for responsible investment (UN PRI) and offer investment solutions that are aligned with the un PRI’S six principals of responsible investment.
•    Demonstrating a commitment to socially responsible investing (SRI), through a sustainable investment program and engagement strategy and offering the ability to execute a client mandate that may incorporate excluding investments based on investor values and ethical beliefs including negative screening and targeted divestment in support of sustainability, within a published policy, directive, or public commitment. 
•    Other examples of this type of sustainable investment strategy may include:
o    Initial screening
o    Buy and sell practices
o    Actively participating in sustainability or focused investor networks advocating for more sustainable business practices
o    Engagement in proxy voting in support of sustainability clearly articulating proxy voting guidelines that address consideration, and vote proxies’ firm wide.
o    Filing of one or more shareholder resolutions or have signed on to one or more investor statements in support of sustainability.
o    Transparency of investment holdings and ability to publish a snapshot of holdings in its investment pool, detailing the amount or percentage allocated to specific funds, companies, and institutions
•    The firm’s client base, including types of clients served, the number of charities and other non-profits being serviced, the length of time of services, the range of asset values amongst the Charitable sectors.
•    any relevant experience sitting on similar philanthropic boards such as foundations or other charitable organizations. 
•    A brief description of the proposed accredited investment manager
•    Roles and responsibilities of the proposed investment manager who will be involved in providing the service, highlighting any endowment management or other relevant financial expertise.
- Performance, risk and investment strategy
•    Five (5) years of the most recent investment performance, annualized, and gross of fees and inflation as compared to the strategic benchmarks highlighted in the agency foundation’s investment policy.
•    The firm’s risk management philosophy and metrics that will support consistent income requirements. 
•    use standard deviation as the risk measurement to describe acceptable risk standards. 
- Service outline
•    Provide the services, which should include a work plan and incorporate an organizational chart indicating how the candidate intends to structure its working relationship with the agency foundation.
•    Services apart from the competition and allows the firm to generate superior performance and service levels.
•    A resource management plan including the provision of a back-up resource, escalation of issues, replacement of resources (as required), and internal management structure. 
•    Ability to assist the agency foundation board and its investment committee to meet fiduciary responsibilities, highlighting experience with similar organizations.
•    Process for analyzing a client’s investment policy portfolio structure to meet its investment needs and offer recommendation for modifications.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: September 26, 2025