This Solicitation opportunity from Ohio was posted on April 27, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Active U.S. High Yield Multi Asset Class Fixed Income Investment Management

Closed

RFP260556State & Local

Submission Closed05/19/2026, 02:00:00 PM EDT

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

Solicitation # SJPC-26-30

The South Jersey Port Corporation is soliciting proposals for a Financial Advisor to provide professional advisory services under solicitation SJPC-26-30. The selected advisor will be appointed by the Board of Directors for an initial one-year term, with the agency maintaining the option to extend the appointment for an additional year under the same rates and terms. The scope of work focuses on comprehensive financial management, including transaction management for debt issuance, investment and portfolio management for bond proceeds, and strategic consulting regarding operation and capital budgets. Additionally, the advisor will provide guidance on bond structures, credit and marketing strategies, and cash flow related to New Jersey securities, while attending regular and special Board of Directors meetings. Applicants must submit a Letter of Transmittal detailing their professional experience, education, and New Jersey licensure. Compliance requirements include a mandatory disclosure affidavit regarding political contributions to the New Jersey Election Law Enforcement Commission for contracts exceeding 50,000 dollars. Bidders must also warrant that no outside agencies were employed to secure the contract via commission or contingent fees. The solicitation was posted on November 10, 2026, with a response deadline of November 17, 2026.

POSTED

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RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult

Solicitation # 27-0011

The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.

Columbus Consolidated Government

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RFP: Private Equity Consulting Services Search

Solicitation # RFP_Private_Equity

The Los Angeles County Employees Retirement Association (LACERA) has issued a solicitation for Private Equity Consulting Services. This opportunity, identified as RFP_Private_Equity, seeks qualified consultants to provide specialized expertise in private equity management for the organization. The performance of these services is centered in Pasadena, California. Interested vendors must submit their responses by the deadline of December 18, 2026, at 3:00 PM PT. Detailed bid documents and submission requirements are available through the official LACERA website. Prospective bidders are responsible for registering on the necessary platforms and monitoring the site for any addenda related to the solicitation.

Los Angeles County Employees Retirement Association (LACERA)

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Investment Advisory Services

Solicitation # 26-0136-5

The Chatham County Hospital Authority Trust is seeking a qualified, SEC-registered investment advisory firm to manage a portfolio of approximately 150 million dollars. The primary objective of the engagement is to provide fiduciary-standard guidance to support the funding of healthcare for indigent residents of Chatham County. The selected firm will be responsible for the annual review of the Investment Policy Statement, developing strategic asset allocations in compliance with Georgia law, and providing ongoing monitoring and rebalancing of investments. Key deliverables include periodic performance reports delivered within 30 days of each quarter-end and coordination with an independent custodian for asset safekeeping and performance reconciliation. Proposals for solicitation 26-0136-5 must be submitted as a single PDF via the Bonfire portal by December 2, 2026, at 5:00 p.m. EST. Evaluation will be based on the firm's qualifications, investment philosophy, performance reporting capabilities, and a minimum of three client references. The Trust requires strict adherence to fiduciary standards, including full disclosure of any regulatory actions or conflicts of interest within the last five years and a commitment to annual conflict-of-interest certifications. The selection process is managed by Jean Fleming, Director of Purchasing and Contracting, with the goal of finalizing the consultant selection in the first quarter of 2027.

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Lamont County - Request for Proposal - Municipal Investment Management Services

Solicitation # AB-2026-07245

Lamont County is seeking proposals from qualified proponents to provide comprehensive investment management, custody arrangements, and reporting services for its reserve funds. The selection process will prioritize the proponent capable of best fulfilling the county's specific objectives and meeting the evaluation criteria detailed within the request for proposal. This solicitation, identified as AB-2026-07245, was posted on November 2, 2026, with a response deadline of December 4, 2026. The services will be performed in Lamont County, Alberta, and primary inquiries are directed to the Chief Financial Officer, Ed Kaemingh.

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Investment Consulting Services

Solicitation # PA2270

The Dallas Fort Worth International Airport Board is seeking a qualified investment consulting firm to provide comprehensive investment consulting and discretionary investment management services for its public funds investment portfolio. This solicitation, identified as PA2270, is being conducted in accordance with the Texas Local Government Code and Government Code. The resulting contract will cover an initial three-year term, with options to renew for two additional one-year periods. The business enterprise goal for this project is set at 0 percent, requiring SBE+ certification to meet. Interested parties must submit their responses by the deadline of December 1, 2026.

Dfw International Airport

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Investment Advisory Services for the City of Cheyenne

Solicitation # RFP 2-27

The City of Cheyenne is soliciting proposals under RFP 2-27 from SEC-registered investment advisory firms to actively manage an investment portfolio of approximately 100 million dollars. The selected firm will be responsible for executing securities purchases and sales, providing investment advice and reporting, and reviewing the City's investment policies and procedures. All activities must comply with the laws of the State of Wyoming and the City's Investment Policy Statement, prioritizing the safety and preservation of principal, maintenance of liquidity, competitive rates of return, and local community investment. The contract is structured as a professional services agreement with an initial four-year term and two optional one-year extensions. Proposals must be submitted via a two-step process consisting of a technical proposal and a separate price proposal, with a final submission deadline of January 8, 2027. Evaluation is based on a weighted scoring system where the lowest cost receives the maximum score for the cost criterion, and the City may conduct interviews to further evaluate qualifications. Required qualifications include proof of bonding up to 5 million dollars, submission of SEC Form ADV Parts 1 and 2, and documentation of cybersecurity and disaster recovery capabilities. Selected advisers must provide detailed monthly reports covering benchmark comparisons, sector allocation, and compliance summaries.

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RFP-Private Equity Consultant Services

Solicitation # BPM059488

The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support the Board of Trustees for the Maryland State Retirement and Pension System. The scope of work covers private equity, private credit, private infrastructure, and private real assets, excluding real estate. The selected contractor will provide strategic consulting, deal sourcing, and due diligence, while assisting the CIO and Investment Division with goal development, risk monitoring, and the preparation of annual fund targeting and subscription pacing plans. Deliverables include regular reporting, research on specific investment issues, and attendance at Investment Committee and Board of Trustees meetings. The contract is for an initial five-year term, approximately from March 1, 2027, to February 29, 2032, with the option for two additional one-year renewals. Awarding will be based on the most advantageous proposal, evaluated through a technical ranking of good, better, or best across criteria including technical response, questionnaire answers, experience, and economic benefit to the state, followed by a financial analysis. Minimum qualifications require offerors to have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Compliance requirements include the submission of a Conflict of Interest Affidavit, adherence to commercial nondiscrimination policies, and the maintenance of professional indemnity and D&O insurance. Contractors must also comply with specific cybersecurity and remote access standards for data systems. Proposals must be submitted in two separate volumes: a technical proposal submitted electronically and a financial proposal submitted both physically and electronically. All records related to the contract must be maintained for five years following final payment.

Maryland State Retirement Agency

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RFP-Private Equity Consultant Services

Solicitation # BPM059488

The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support its Private Markets Programs, which encompass private equity, private credit, private infrastructure, venture capital, and private real assets. The selected contractor will assist the CIO and Investment Division in developing strategies, conducting operational due diligence, managing a rolling three-year investment pipeline, and identifying emerging managers with less than $2 billion in assets under management. Additionally, the consultant must provide research and recommendations for the Board of Trustees and Investment Committee, including specific evaluations regarding ESG and DEI factors. The contract features an initial five-year term from 2024 to 2029, with the agency holding the option for two successive one-year renewals. Award decisions will be based on a technical and financial evaluation using a Good, Better, or Best ranking system, prioritizing the technical response to the scope of services, proposal questionnaire responses, experience and references, and economic benefit to the State of Maryland. Qualified offerors must have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Strict compliance requirements include maintaining $5 million in Directors and Officers liability insurance and $3 million in Errors and Omissions/Professional Liability insurance, including cyber coverage. Contractors must submit a Conflict of Interest Affidavit and provide periodic updates to ensure ethical compliance under COMAR 21.05.08.08. All records must be maintained for five years and made available for audit by the State of Maryland. Proposals must be submitted in two separate volumes, with the technical proposal provided electronically and a redacted version submitted for Public Information Act requests.

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Fixed Income Investment Manager

Solicitation # AIDEA27-017

The Alaska Industrial Development and Export Authority (AIDEA) is seeking qualified investment management firms to establish multiple Indefinite Delivery/Indefinite Quantity (IDIQ) contracts for alternative fixed income investment management services. The base period runs from December 16, 2026, to December 15, 2029, with three subsequent two-year options, allowing for a total duration of up to nine years. Selected firms must operate within AIDEA's designated custody accounts at U.S. Bank, as strategies requiring alternative custodial arrangements will not be accepted. Performance is measured against the Bloomberg U.S. Aggregate Bond Index, and contractors must provide deliverables including draft investment guidelines, Investment Management Agreement terms, and audit support. Awards are based on a 1,000-point evaluation system focusing on cost (400 points), methodology (200 points), experience and qualifications (150 points), project understanding (100 points), proposed staff (50 points), and an Alaska Offeror Preference (100 points). The contract does not guarantee any specific asset allocation or minimum compensation. Key requirements include certification of compliance with the AIDEA Investment Policy Statement, adherence to State of Alaska confidentiality and cybersecurity guidelines, and certification that the firm is not headquartered in a U.S. Department of State Tier 3 trafficking country. Payments are made via check or electronic transfer upon approval of deliverables by the Project Manager and Executive Director. Proposals are due by November 20, 2026.

Commerce, Community, and Economic Development

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RFP No. FIN-2610 - Investment Advisory Services

Solicitation # FIN-2610

The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

City of South Padre Island

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

State University of New York (SUNY)

POSTED

17 days ago

DEADLINE

in 13 days

AI Contract Overview

The Ohio Bureau of Workers' Compensation is soliciting proposals under RFP260556 to secure multiple active High Yield Multi Asset Credit Fixed Income Investment Managers for the State Insurance Fund. This investment agreement targets an allocation of approximately 5 percent of the fund, which is estimated to be around 1 billion dollars. The primary objective of the engagement is to achieve capital appreciation while outperforming a blended benchmark consisting of 50 percent of the ICE BofA US High Yield Index and 50 percent of the Morningstar LSTA US Leverage Loan Index. This solicitation was posted on April 27, 2026, with a response deadline of May 19, 2026. The contract is managed by the State of Ohio and the place of performance is designated within Ohio. Interested parties must submit their proposals by the specified deadline to be considered for the management of these high yield multi asset class fixed income investments.