This Government Contract opportunity from North Carolina was posted on January 5, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Asset Allocation and Portfolio Strategy Advisory

Closed

State & Local

Submission Closed02/15/2024, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523930

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SLED

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BCC01 - Bristol Community College

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DEADLINE

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NYS Deferred Compensation Plan

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DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

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DEADLINE

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POSTED

DEADLINE

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POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

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DEADLINE

Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The City of Charlotte is seeking advisory services to guide strategic asset allocation, scenario modeling, and long-term return forecasting in support of portfolio optimization within defined risk parameters. This subcontract, posted on January 5, 2024, with a response deadline of February 15, 2024, falls under NAICS code 523930 and is intended to enhance investment performance through data-driven strategic recommendations. The work will focus on delivering actionable insights that align with the needs of the North Carolina agency overseeing the investment strategy, though specific performance location and point of contact details are not provided. Interested parties must submit proposals through the specified state portal by the deadline to be considered for engagement.

General Info

Charlotte seeks advisory services for strategic asset allocation and long-term return forecasting to optimize investment performance.

Agency

North Carolina → City of Charlotte

NAICS

523930 - Investment Advice

Place of Performance

NC, USA

Set-Aside

NONE

Documents

This scope was carved out of 269-2024-067.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Request for Proposal: Investment Consultant Services for Charlotte Firefighters' Retirement System

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedJan 5

subcontract

Response DeadlineFeb 15

Deadline has passed

Submission Closed

02/15/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNorth Carolina → City of Charlotte

ContactsNo contacts available

OfficeN/A

Organization / AgencyNorth Carolina → City of Charlotte

Office AddressN/A

ContactsNo contact information available

Full Description

Provide strategic asset allocation recommendations, scenario modeling, and long-term return forecasting to optimize portfolio performance within risk parameters.