The foundation has issued an RFP seeking a consultant to serve as a partial discretionary advisor to its investment and finance committee and advise on investment policy, asset allocation and investment management.
The foundation hired a senior investment operations associate to work closely with its investment and accounting teams to administer its various investment programs following a search from last year.
The organization has launched a free publicly available RFP questionnaire template for foundations and endowments looking to conduct a search for an investment advisor.