PROFESSIONAL INVESTMENT ADVISORY AND MANAGEMENT SERVICES
One of 10,000+ tenders Taiyo tracks in New Jersey.
Source: New Jersey Purchasing Group
. Objectives of this RFP The Foundation seeks to : • Partner with an investment management firm experienced in nonprofit endowment management . • Implement an investment strategy aligned with the Foundation ' s Investment Policy ( IP ) and financial goals . Achieve long - term capital appreciation and income growth with
- Status
- Closed
- Location
- New Jersey, United States of America
- Updated
- 3 Nov 2026
- Source
- New Jersey Purchasing Group
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Tender Information
Participants
| Not available for this record. |
Status
Original status | closed |
Taiyo status | Closed |
Taiyo last update | 2026-11-03 |
Contact
| Not available for this record. |
Description
Description | . Objectives of this RFP The Foundation seeks to : • Partner with an investment management firm experienced in nonprofit endowment management . • Implement an investment strategy aligned with the Foundation ' s Investment Policy ( IP ) and financial goals . Achieve long - term capital appreciation and income growth with appropriate risk management . Receive ongoing counsel , transparent reporting , and performance benchmarking . 4 . Scope of Services The selected firm will be expected to : Manage the Foundation ' s investment portfolio per its IP and fiduciary best practices . • Provide quarterly and annual performance reports and participate in meetings with the Foundation ' s Finance Committee . Offer recommendations for investment policy updates , asset allocation , and market outlooks . Ensure compliance with applicable federal and state laws governing nonprofit investments . Deliver exceptional client service and accessibility to investment managers . |
Location
Country | United States of America (USA) |
State | New Jersey |
Source
Source | New Jersey Purchasing Group |
URL |
More Details
Record type | Tender |
Article published date | 2026-04-29 |
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