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Endowments & Foundations

Advisor Requests for Proposals (RFPs) for Endowments and Foundations: Best Practices and Fundamentals (Webinar Recording)

For many endowments and foundations, plans to change or add an investment advisory firm in 2020 took a backseat to serving their constituents during the pandemic.

For many endowments and foundations, plans to change or add an investment advisory firm in 2020 took a backseat to serving their constituents during the pandemic. 

Now, as some committees may be beginning or restarting their searches, join CAPTRUST for an overview of best practices when it comes to issuing an RFP and reviewing and evaluating the resulting responses. 

In this webinar recording, CAPTRUST Senior Director Greg Middleton and Financial Advisors Jean Duffy and Beau Williams review: 

  • The fundamentals of implementing a comprehensive and efficient RFP process
  • Unique considerations for endowments and foundations
  • How to leverage trends and overcome recent issues related to advisor RFPs
  • The impact of the COVID-19 pandemic on RFPs
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