In the development of its investment advisory program, the College is looking to balance a desire to maximize investment returns on its portfolio while maintaining a prudent level of risk as detailed in its policy. The College is interested in an advisory firm that can provide the following services: • Periodic investment review per policy and ongoing compliance. • Strategic advice on asset allocation per policy. • Periodic spending rate analysis. • Manager search and selection. • Ongoing performance analysis and evaluation (minimum quarterly). • Ongoing communication and review process. • Ongoing education on trends, current market conditions and related investment topics: • Annual audit support. • Participation in Joint Investment Advisory Committee meetings (four (4) times a year). • Adherence to the Uniform Prudent Management of Institutional Funds Act.
