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Investment Management Services
3/7/2025
-
Framingham, MA
Framingham State University
The buyer seeks to hire an Investment Management firm to manage its financial assets and those of its Foundation. The selected firm will be responsible for developing investment strategies, conducting due diligence, monitoring asset allocations, and providing comprehensive reporting. The buyer aims to optimize total investment returns while limiting downside risk through dynamic asset management capabilities.
- 1/31/2024 - RFP Issuance Date
- 3/7/2025 - Proposal Due Date
- Minimum of five years experience providing investment management services for higher education/nonprofit institutions
- Ability to manage alternative investments
- Capability to provide consolidated portfolio reporting
- Experience with Outsourced Chief Investment Officer (OCIO) model
- Manage University and Foundation financial assets
- Develop and implement investment strategies
- Provide consolidated portfolio reporting
- Conduct due diligence and manager searches
- Monitor and rebalance asset allocations
- Participate in quarterly performance meetings
- Provide risk management and analysis
- Offer educational materials and programs
- Support endowment and fundraising activities
- Integrate ESG factors into investment approach
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