RFP : Request for Proposal for Investment Management Services in Wisconsin, United States

This Request for Proposal (RFP) is issued by the foundation, a private, not-for profit organization located in Madison, Wisconsin for the purpose of seeking investment consulting and management services for its endowment portfolio. The selected firm will be responsible for assisting the Foundation's Finance Committee and Board of Directors with investment policy and guidelines, asset allocation, and performance measurement against benchmarks. The selected firm will have discretion to manage the assets within the guidelines of the Investment Policy Statement as agreed to between the firm and the Foundation.