GEOList Summary: Investment Advisor RFP Timeline Guidance

  • Rylan Kepner, September 6, 2019

Our Foundation is creating a policy for how often we should require an RFP process for evaluating and hiring investment advisors. By establishing a set timeline, we hope to make the process more about good governance and less about emotion. We are seeking feedback from funders who have established specific timeline for how often this process is undertaken.

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