CFA Society Tucson has prepared a RFP form for nonprofits that wish to request proposals for their investment funds. For nonprofits to access and complete the form - click here! Investment advisors click here to complete your portion of the RFP.
After a nonprofit completes the RFP form and submits it to CFA Society Tucson, it will be distributed to CFA Society Tucson members who are interested in managing investments for nonprofits. The section for investment managers provides a common set of questions to make it easier for nonprofits to compare different proposals.
We encourage board and investment committee members of nonprofits to become familiar with a publication from the CFA Institute Research Foundation, A Primer for Investment Trustees – Understanding Investment Committee Responsibilities. Printed copies are available for free from the Community Foundation of Southern Arizona or CFA Society Tucson. A PDF version of the book may also be downloaded here.
CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. It is a global organization responsible for granting the CFA charterholder designation and has more than 190,000 members worldwide, 96% of whom are CFA charterholders. Why hire a CFA® charterholder? - click here!
CFA Society Tucson is the local affiliate for the CFA Institute.