The foundation has issued an RFP seeking a firm to conduct research and make investment decisions on the management of the portfolio, recommend asset allocation and handle reporting, portfolio evaluation and the review of accounts.
The fund decided to stick with its existing investment advisor to handle its portfolio following a search from last summer as part of standard procurement process to put contracts out for bid periodically.
The foundation has issued an RFP seeking an investment provider to offer 457/403b products and services, including custodial, record keeping, investment and customer service.