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Sample Document

RFP for Investment Manager

Publication date
1.1.2016

This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.

RFP for Investment Consulting Services

Publication date
1.1.2016

This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.

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