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June 29th, 2016

RFP for Investment Management Services

Community Foundation of Tompkins County  is seeking proposals from firms to provide investment management services. Community Foundation has approximately $14m of funds invested and offers its donor advisors (and others) several investment options (e.g., a range of equity percentages and socially responsible investment (SRI) options). The investment management services required include recommending portfolio options, asset allocations, and benchmarks, as well as managing each portfolio.

Timeline:

August 5, 2016 Deadline for questions to Community Foundation

August 12, 2016 Deadline for submission of proposals

September, 2016 Finalist presentations at Community Foundation, Ithaca, NY

October 10, 2016 Board of Directors will select the successful candidate

November 15, 2016 Contract agreed upon and signed

January 1, 2017 Commencement of contract period

Please contact CEO George Ferrari by email or by calling 607-272-9333 with any questions as well as to obtain a copy of the RFP and to review the details required to submit an application. 

 

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