RFP – Investment Services Firm Name:*Contact Name:* First Last Contact Email:* Contact Phone:*Do you have institutional (specially nonprofit) consulting experience?*YesNoIf yes, please provide at least three clients similar to the Arkansas Baptist Foundation.*Do you offer an outsourced Chief Investment Officer client solution? Additionally, who would be the primary points of contact for the Foundation's staff?*Describe your firm's offering for a client's ability to view and monitor account activities, holdings, and statements online. Please provide a sample screen view and statement reporting if possible.*Upload a screen view here: Drop files here or Accepted file types: pdf, jpg. Upload a statement report: Drop files here or Accepted file types: pdf, jpg. Explain your firm's trust, nonprofit, and fiduciary services. Specifically, would you allow the Foundation to open segregated trust accounts as trustee?*Explain your firm's ability to receive and liquidate security gifts, specifically the pricing and valuing of such transactions.*Explain your firm's due diligence process. Specifically how have you protected your clients from fraud or schemes like Madoff, Stanford, FTX, etc?*Are you able to provide Biblical Responsible Investing (BRI) including screening and/or impact investing?*Are you able to offer a bundled solution (custody/asset management/consulting/trading)? If yes, address whether your firm utilizes separately managed accounts or commingled funds.*Assuming an institutional nonprofit with overall investments of $100million+, if you were allowed a portion of the portfolio, what would bundled pricing for Equity? Fixed Income? Blended Allocations? Alternative Investments? Include any pricing breakpoints applicable up to $500million.*
