Investment Services

The St. Mary's College of Maryland (SMCM) is seeking the services of a qualified firm to provide investment advisory services for the College's investment portfolio. The selected firm will be responsible for managing the investment assets and providing other financial advisory services in accordance with the College's investment policy. The scope of services includes periodic investment review, strategic advice on asset allocation, manager search and selection, performance analysis and evaluation, and ongoing communication and education. The firm must participate in the College's Joint Investment Advisory Committee meetings, which consist of members from the Board of Trustees, Foundation Board of Directors, and the College President. The evaluation criteria prioritize the technical proposal over pricing, focusing on the firm's background, client base, personnel, services, investment process, relationship management, and conflicts of interest.

The RFP does not mention any set-aside designations or restrictions on the types of organizations that can respond. There is no information provided on any incumbent vendors or current contractors, nor details on existing infrastructure or technology that may require integration. The RFP also does not specify any possible award values or budget ranges.