Community Foundation of Greater Atlanta hired Disciplina Group as non-discretionary investment consultant for its $400 million investment pool, said Diana Champ Davis, vice president, capacity, and chief financial officer.
The foundation issued an RFP because its incumbent consultant of 17 years, Crewcial Partners (formerly Colonial Consulting), had hired a new CEO with a new vision and the foundation felt it was a good time to review the current market, Ms. Davis said.
Crewcial Partners did rebid for the services, she said. Three finalists were interviewed, but the names of the finalists are confidential, Ms. Davis said.
An asset allocation was not available, but she said the foundation's investment pool "relies on a long-term investment strategy — one that's diversified across a wide range of asset classes, including alternative assets such as private equity, hedge funds and absolute return strategies."
Alpha Capital Management assisted with the search.