Investment Management Services

The Vendor is required to provide for investment management as needed by the university.
- Portfolio Analysis – Review asset allocations and structures and make recommendations for appropriate changes.
- Investment Policy and Procedures – Review investment-related policies and procedures and make appropriate recommendations for changes.
- Reporting – Provide monthly flash reports and quarterly performance reports, including but not limited to, performance data and analysis for the total fund, individual asset classes; detailed analysis, including return attribution analysis, portfolio characteristics, style and risk analysis, peer universe comparisons; and holdings analysis relative to benchmarks.
- Manager Research and Analysis – Manage the selection, retention, and dismissal of investment managers, performing the necessary due diligence and providing summary reporting.
- Research – Shall perform the necessary due diligence on investment markets to ensure optimal performance, including monitoring, rebalancing and reporting.
- Training, Development, and Reporting – Provide annual introduction to Asset Management for new Board and/or Committee members as well as quarterly reporting to Finance Committee and Board of Regents in person, if requested.
- Market Summary – Provide a monthly summary and commentary of current developments in the domestic and global equity and debt markets.