Key Takeaways
- • New England College has issued a request for proposals (RFP) seeking an investment advisor to oversee its investment program, according to Financial Investment News (FIN).
- • The advisor's responsibilities include developing and delivering investment advice, assisting with asset allocation, and portfolio construction, among other duties.
- • The mandate is an institutional advisory engagement for the college's endowment or investment fund, as described in the RFP.
Summary
New England College has issued a request for proposals (RFP) seeking an investment advisor, according to a report from Financial Investment News (FIN). The RFP outlines a mandate in which the selected advisor would be responsible for developing and delivering investment advice to the institution.
Among the core responsibilities described in the solicitation are assisting with asset allocation and portfolio construction. The publisher summary notes that the role includes additional duties beyond these functions, though the primary source does not enumerate them in detail.
The primary source is brief and does not provide details on the size of the assets under management, the specific fund vehicle, evaluation criteria, submission deadlines, or the shortlist timeline. Institutional managers interested in the opportunity would need to consult the RFP directly for these terms.
Among the core responsibilities described in the solicitation are assisting with asset allocation and portfolio construction. The publisher summary notes that the role includes additional duties beyond these functions, though the primary source does not enumerate them in detail.
The primary source is brief and does not provide details on the size of the assets under management, the specific fund vehicle, evaluation criteria, submission deadlines, or the shortlist timeline. Institutional managers interested in the opportunity would need to consult the RFP directly for these terms.
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