Request for Proposal – Investment Management Services
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,
