The Vendor is required to provide for Investment Oversight Management Services who can meet the needs of the Foundation.
- Investment Oversight Management Services, including:
• Invest funds in accordance with the foundation’s investment policy statement.
• Provide custom benchmarks to assess investment performance.
• Provide monthly electronic statements by the 10th day of the following month.
• Attend and present either physically or virtually at each scheduled quarterly foundation finance & investment committee meeting and/or foundation board of directors meeting.
• Attend and present either physically or virtually on foundation investments quarterly at county college district board trustees meetings.
• Be present in person for the foundation’s annual board meeting.
• Provide education and training to foundation board members and staff on investment topics as requested.
• All pertinent changes in personnel of the investment firm as they relate to portfolio accounts should be reported as they occur.
- Contract Period/Term: 3 years
- Questions/Inquires Deadline: April 29, 2025