The Jewish Foundation of Greater New Haven, Woodbridge, Conn., is searching for an investment consultant, said Lisa A. Stanger, executive director of the foundation, in an e-mail.
Responses for both discretionary and non-discretionary consulting services will be considered.
The $47 million foundation now has a non-discretionary investment consultant, which is invited to rebid. Ms. Stanger declined to name the current consultant.
The request for information is available on InHub’s eRFP website.
Responses are due by 5 p.m. EDT on June 17. About eight respondents will be invited to complete a follow-up RFP in July. Finalist presentations are expected to take place in August with a hiring decision immediately after.
The foundation has a target asset allocation of 25% flexible capital (which includes hedge fund strategies), 22.5% domestic equity, 15% each fixed income and international developed equity, 12.5% real assets, and 5% each emerging markets equity and private equity.
