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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Are You Covered? Investment Advisor RFP for Nonprofits (Webinar Recording)

It has become commonplace for committees to hire investment advisory firms to assist with the oversight and management of their asset portfolios. Although, committees may not have the opportunity to follow a thorough process when selecting an advisory firm.

This process can be simplified if committees conduct proper due diligence to identify, evaluate, and either select or confirm an advisory firm relationship through the request for proposal (RFP) process. 

Based on our experience with hundreds of endowment and foundation clients, and our experience with nearly 2,000 RFPs, CAPTRUST will walk through a simple step-by-step process that covers the following:

  • What are the proper steps to issuing an effective Advisor RFP?
  • What questions should be included in the Advisor RFP?
  • How to evaluate responses and conclude the Advisor RFP process.

This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, highlights governance procedures and steps a nonprofit should consider when issuing an advisor RFP.

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CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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