RFP for Investment Management Services
Haven for Hope of Bexar County (“Haven”) is requesting proposals for selecting an investment manager for Haven’s endowment funds. As of March 31, 2025, Haven’s endowment has approximately $27M in investment assets. Haven is requesting proposals for the management of its endowment funds for the period beginning with its 2026 fiscal year (October 1, 2025).
We invite your firm to submit a proposal by 5 PM on July 11, 2025. Haven expects the investment manager to provide capital market and investment expertise across a broad range of asset classes to deliver appropriate returns for the risks outlined in the investment policy objectives and resulting mutually agreed upon asset allocation targets. The manager should provide comprehensive oversight of the investment portfolio, to include risk oversight, constraint adherence reporting, trading/settlement, accounting, performance, and attribution.
The RFP process will have two steps. First, we will solicit proposals from investment firms to be evaluated by members of our Finance Committee. Second, we will coordinate dates/times for some of the firms to make presentations to the Finance Committee. A final selection will be made in September 2025.
Haven is a 501(c) organization. The mission of Haven is to empower individuals and families experiencing homelessness to transform their lives. We do this by offering a place of hope, love, and new beginnings by providing, delivering or coordinating impactful care for people experiencing homelessness in our community.
The selection criteria are outlined below to provide guidance to the investment advisors. Your investment services must fall within the parameters of the selection criteria as stated in the full RFP (PDF link below).
Selection Criteria
| Assets Under Management | No less than $2 Billion |
| Meetings | At least one face to face meeting annually |
| Online Access | Ability to access account information online on a timely basis |
Proposals must be submitted electronically no later than 5 PM, July 11, 2025, to our CFO at jacqueline.bush@havenforhope.org. Please respond to the questions in the order requested. Please submit clear and concise answers and keep your responses to a maximum of 10 pages. You may attach sample reports or materials to the proposal, provided that your entire submission does not exceed a maximum of twenty pages.
If you have any questions or would like further clarification of any aspect of this request for proposal, please contact Jacqueline Bush at 210-220-2163.
