Key Takeaways
- • The Baruch College Fund, the endowment of Baruch College (CUNY) with approximately $375M in assets, issued a request for proposal on October 23, 2026 seeking investment consulting services.
- • Eligible firms must have at least 12 years in business, or senior principals with at least 15 years of institutional investment consulting experience if the firm is younger.
- • Bidders must have previously served comparable foundations or endowments of similar asset size and manage or advise at least $10 billion in assets under consultation.
- • Interested providers can obtain the full RFP by emailing [email protected].
Summary
The Baruch College Fund has requested proposals from qualified providers of investment consulting services, according to the fund's posted request for proposal dated October 23, 2026. The fund, which manages roughly $375 million, is seeking a consultant to support its investment oversight and portfolio governance.
The RFP sets out minimum qualifications that bidders must meet. A firm must have been in business for at least twelve years. If a firm has been operating for less than twelve years, its senior principals must hold at least fifteen years of experience serving institutional clients at an investment consulting firm. Bidders must also have provided similar investment consulting services to other foundations or endowments of comparable asset size to the Baruch College Fund, and must have a minimum of $10 billion in assets under consultation.
The full RFP document is available by emailing [email protected]. The listing does not disclose the submission deadline or evaluation timeline in the material provided.
The RFP sets out minimum qualifications that bidders must meet. A firm must have been in business for at least twelve years. If a firm has been operating for less than twelve years, its senior principals must hold at least fifteen years of experience serving institutional clients at an investment consulting firm. Bidders must also have provided similar investment consulting services to other foundations or endowments of comparable asset size to the Baruch College Fund, and must have a minimum of $10 billion in assets under consultation.
The full RFP document is available by emailing [email protected]. The listing does not disclose the submission deadline or evaluation timeline in the material provided.
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