MEF Endowment Fund - Asset Management Solicitation of Interest

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Moraga Education Foundation Endowment Fund

Asset Management Solicitation of Interest


Moraga Education Foundation (“MEF”) is pleased to announce that it is currently evaluating professional asset management firms to manage the MEF’s Endowment Fund (“MEFEF”).  MEF’s goal for the Endowment Fund is to create a long-term stable source of money that will help protect public schools in Moraga from volatility in state funding. MEF’s expectation is for MEFEF to receive annual contributions as part of MEF’s ongoing fundraising efforts.  MEFEF’s investment horizon is long-term and though permissible at current Endowment Fund levels, MEF has no current plans for withdrawals from MEFEF.

MEFEF’s Investment Policy Statement is attached hereto.  Please see MEF’s website at http://www.moragaeducation.org for additional information that you might find useful as you prepare your response.

In order to be eligible for consideration submit a Solicitation of Interest Questionnaire to MEF’s Executive Director Kim Matranga at mef@moraga.k12.ca.us.  PLEASE NOTE: All submissions must be received no later than 5:00 PM on April 30, 2019 and must be filled out completely to receive consideration. Submissions will be treated in confidence and MEF will not return any information provided as part of the review process.