Investment Management and Related Services

The Vendor is required to provide to manage its deposits, provide core investment management services and make available certain other related financial services to the college, student housing, student association, and the foundation for its benefit and the benefit of the staff, faculty and students at the college.
- Assets under Management (AUM) and Higher Education Experience
•    AUM attributable to higher education institutions (e.g., colleges/universities, endowments, foundations)
•    AUM by strategy relevant to the services proposed (e.g., public equity, fixed income, multi‑asset, office, alternatives, etc., as applicable)
•    The number of higher education institutional clients served and a general description of the Firm’s experience supporting endowment governance, reporting, and investment policy compliance
- Provide historical performance information relevant to the strategy/services proposed, including gross and net of fees returns, benchmark comparisons, and appropriate time periods
- Provide representative sample client reports and statements that demonstrate the Firm’s reporting capabilities for an institutional endowment client.
- Client Reports and Statements
•    Portfolio performance, including gross and net‑of‑fees results over relevant time periods
•    Benchmarking or comparative analysis relative to appropriate benchmarks, policy targets, or peer universes
•    Asset allocation and exposures by asset class, strategy, or manager, as applicable 
•    Risk, attribution, or other analyses used to explain sources of return
•    Executive‑level summaries or dashboards suitable for senior leadership or a governing board
•    Compliance or policy monitoring, where applicable
- Its trading procedures, broker selection and best execution practices, trade allocation policies, use of soft dollars (if any), and any directed brokerage arrangements.