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Are You Covered? Investment Advisor RFP for Nonprofits (Webinar Recording)
It has become commonplace for committees to hire investment advisory firms to assist with the oversight and management of their asset portfolios. Although, committees may not have the opportunity to follow a thorough process when selecting an advisory firm.
This process can be simplified if committees conduct proper due diligence to identify, evaluate, and either select or confirm an advisory firm relationship through the request for proposal (RFP) process.
Based on our experience with hundreds of endowment and foundation clients, and our experience with nearly 2,000 RFPs, CAPTRUST will walk through a simple step-by-step process that covers the following:
What are the proper steps to issuing an effective Advisor RFP?
What questions should be included in the Advisor RFP?
How to evaluate responses and conclude the Advisor RFP process.
This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, highlights governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.