San Luis Obispo County Community Foundation
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Request for Proposals
Investment Consulting Services
|1. How many community foundation clients do you currently have? | |
2. Please list the returns (net of all fees) for two actual community foundation clients for the following
periods ending 12/31/14. If you have no community foundation clients, another nonprofit that has a
long-term investment strategy may be used. For purpose of selecting the representative client, use
the best and poorest 5 year number but include the other trailing returns.
|Client |1 Year |3 Year |5 Year |Asset Allocation |
|Best Performance | | | | |
|Poorest Performance | | | | |
|3. Total assets under management are: | |
|4. At December 31, 2014, our endowment pool was valued at $33,350,000. Utilizing the actual |
|investment vehicles involved in the response to question 2, best performance, the actual fees assessed |
|to our account for the calendar year would have been as follows : |
| Investment Management Fees | |
| Underlying Mutual Fund Fees | |
5. How many endowment and community foundation clients has your firm gained and lost in the past
five years:
|Year |Accounts Gained |Value Gained |Accounts Lost |Value Lost |
|2014 | | | | |
|2013 | | | | |
|2012 | | | | |
|2011 | | | | |
|2010 | | | | |
|6. Please indicate if you are able to provide the following services: |Yes |No |
| a. Investment of Gift Annuity Pool and Charitable Remainder Trusts Assets | | |
| b. Payments (including Direct Deposit) of Gift Annuity Distributions, | | |
|Trust Distributions and related expenses. | | |
| c. Creation of additional investment pools with differing investment | | |
|objectives and asset allocations. | | |
| d. Electronic gathering of all PCCF accounts managed by others for | | |
|purposes of reporting to the Finance Committee. | | |
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