RFI: Investment Consultant

The Denver Foundation (the Foundation) is seeking nationally recognized investment consulting providers interested in partnering with the Foundation to provide strategic direction and oversight of the Foundation’s investment portfolios. Interested firms responding to this RFI may later be provided a Request for Proposal (RFP), which the Foundation may develop and issue based in part upon the responses it receives to this RFI.

The Foundation is located in Denver, Colorado and has been in existence since 1925. The Foundation’s total assets for which it is seeking investment consulting services are $587 million in the Long-Term Balanced (LTB) Pool and an additional $133 million in the Sustainable and Responsible Investment (SRI) Pool (all figures are as of Sept. 30, 2019). The Foundation is requesting information from firms interested in receiving a potential RFP from the Foundation to provide ongoing traditional investment consulting services to support one or both of the Foundation’s investment pools (LTB/SRI). This is a highly visible engagement, offering the right consultant the opportunity to do exciting work with an exceptional group of people who are committed to a high level of excellence in investment options, performance and donor engagement. 

The Foundation’s goal is to partner with one or more nationally recognized investment consulting providers experienced in working with community foundations or other nonprofit endowments.

Download the Request for Interest Introduction and Questionnaire

The due date for submission of your response is January 31, 2020 at 5:00 pm MST. Please submit your response electronically as a Microsoft Word document to:

Daniel T. Lee
Vice President, Finance & Administration

dlee@denverfoundation.org

Candidates may be contacted by phone for follow-up questions from the Investment Committee or staff. The Foundation will evaluate the responses received and determine whether to issue an RFP.  Please direct any questions to dlee@denverfoundation.org.