This Government Contract opportunity from Texas was posted on December 9, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Advisory & Portfolio Management Services

Closed

State & Local

Submission Closed01/21/2025, 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

Fiduciary Investment ConsultantThis subcontract opportunity is for a Fiduciary Investment Consultant to provide independent investment monitoring and fiduciary advisory services for prime contractors managing Central Washington University retirement plan projects. The selected provider must hold Registered Investment Adviser status to conduct investment manager research, perform due diligence, and execute fee benchmarking. Key responsibilities include the development and monitoring of the Investment Policy Statement and the delivery of formal investment recommendations. The consultant is required to provide quarterly investment reporting and updated policy documentation to ensure fiduciary compliance. This project is based in Kittitas, Washington, under NAICS code 523930. Interested parties must submit their responses by November 20, 2026.

Central Washington University

POSTED

DEADLINE

Investment Grade Private Placement Asset-Backed Credit ManagerThis subcontract opportunity with the New York State Insurance Fund involves the management of a portfolio of investment-grade private placement credits. The selected manager will be responsible for identifying and sourcing asset-backed private placement opportunities, conducting thorough underwriting and risk assessments of credit instruments, and providing continuous portfolio management and performance reporting using professional investment software. The contract requires strict adherence to State Finance Law sections 139-j and 139-k. Interested parties must submit their responses by December 16, 2026, for this specialized financial services role categorized under NAICS code 523930.

POSTED

DEADLINE

Investment Grade Private Placement Corporate and Infrastructure Credit ManagerThis subcontract involves the management of a portfolio of investment-grade private placement credits for prime contractors operating under New York State Insurance Fund investment mandates. The selected manager is responsible for identifying and sourcing corporate credit opportunities, analyzing infrastructure-related private credit investments, and conducting ongoing portfolio monitoring and risk management. All activities must be executed using professional investment management software and must strictly adhere to State Finance Law sections 139-j and 139-k. The contract requires the delivery of a managed portfolio along with detailed performance reporting. Interested parties should note that the response deadline is December 16, 2026. This opportunity falls under NAICS code 523930 and is administered by the New York State Insurance Fund.

POSTED

DEADLINE

Sustainable, ESG, and Mission-Aligned Investment ConsultantThis subcontract opportunity is for a Sustainable, ESG, and Mission-Aligned Investment Consultant to support prime contractors on investment advisory projects for Bristol Community College. The selected consultant will be responsible for the specialized research, selection, and monitoring of investments, with a specific focus on developing strategies for mission-aligned investments and vetting opportunities through ESG scoring tools and impact measurement frameworks. Key deliverables include curated investment lists and detailed impact reports, all while maintaining strict adherence to industry regulations and the prime contractor's Code of Ethics. The project is categorized under NAICS code 523930 and will be performed in Fall River, Massachusetts. Interested parties should note that the response deadline is November 12, 2026. This role emphasizes shareholder advocacy and the integration of sustainability metrics to ensure that the college's investment portfolio aligns with its broader institutional mission.

BCC01 - Bristol Community College

POSTED

DEADLINE

Active Intermediate Core Fixed Income Investment ManagementThis subcontract opportunity is for Active Intermediate Core Fixed Income Investment Management to support prime contractors on NYS Deferred Compensation Plan projects. The selected provider will be responsible for active trading and portfolio construction of intermediate-term fixed income assets, with the primary goal of tracking or outperforming the Bloomberg Intermediate Aggregate or Government/Credit Index. To successfully execute these duties, the contractor must utilize institutional trading platforms and Bloomberg terminal data to deliver a managed portfolio and detailed performance reports. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. This procurement falls under NAICS code 523930 and was posted on October 21, 2026, with a response deadline of November 18, 2026.

NYS Deferred Compensation Plan

POSTED

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.

NYS Deferred Compensation Plan

POSTED

DEADLINE

Tax Credit Syndication & Equity PlacementThis subcontract opportunity, managed by the Procurement and Compliance Department of the San Diego Housing Commission in California, seeks a provider to deliver specialized tax credit syndication and equity placement services. The selected contractor will support prime contractors on affordable housing projects by structuring syndication deals, identifying and negotiating with public or private equity investors, and managing the overall process through established investor networks and tax credit equity markets. A successful candidate must possess deep expertise in federal and state Low-Income Housing Tax Credit regulations to ensure the delivery of executed equity partnership agreements. Interested parties should note that the solicitation was posted on October 20, 2026, with a response deadline of November 4, 2026. The contract falls under NAICS code 523930.

Procurement & Compliance Department of San Diego Housing Commission

POSTED

DEADLINE

Municipal Debt & Bond Issuance AdvisorThis subcontract opportunity is for a Municipal Debt and Bond Issuance Advisor to provide expert advisory services for prime contractors working on South Jersey Ports projects. The selected advisor will be responsible for transaction management regarding debt issuance, the development of credit strategies and bond structures, and the creation of marketing strategies for distributing New Jersey securities. A critical component of the role involves performing sophisticated cash flow analysis through the use of financial modeling software. The position requires deep specialized expertise in municipal bond regulations and New Jersey securities laws to deliver effective financing strategies and structure recommendations. Interested parties should note that the response deadline for this solicitation is November 17, 2026, and the work falls under NAICS code 523930.

POSTED

DEADLINE

Fiduciary Investment Support and Benchmarking ServicesThe City of Brookside Village is seeking a subcontractor to provide fiduciary investment support and benchmarking services for its retirement projects. The selected provider will offer professional investment guidance and fiduciary oversight to prime contractors, with primary responsibilities including the development of Investment Policy Statements, the performance of fee-benchmarking for investment menus, and the preparation of comprehensive reporting packages for auditors and the City Council. This engagement requires a formal written acknowledgment of Analog Fiduciary Standards, specifically adhering to ERISA 3(21) or 3(38) guidelines. Key deliverables for the contract include the finalized Investment Policy Statements, quarterly reporting packages, and detailed benchmarking reports. Interested parties must submit their responses by November 4, 2026.

CITY OF BROOKSIDE VILLAGE

POSTED

DEADLINE

Retirement Plan Broker and Liaison ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

City of Linden Purchasing Department

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.

City of Linden Purchasing Department

POSTED

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 Burleson Independent School District in Texas is seeking a subcontractor to provide professional investment advisory and portfolio management services. The scope of work focuses on the strategic management of public school district funds, specifically encompassing portfolio construction, asset allocation, risk management, and detailed performance reporting. This opportunity was posted on December 9, 2024, and falls under NAICS code 523930. Interested parties must submit their responses by the deadline of January 21, 2025.

General Info

Burleson ISD seeks investment advisory and portfolio management services by January 21, 2025.

Agency

Texas → Burleson Independent School District

NAICS

523930 - Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of 2425-03.

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

View the prime solicitation

Investment Management Services

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

PostedDec 9

subcontract

Response DeadlineJan 21

Deadline has passed

Submission Closed

01/21/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTexas → Burleson Independent School District

ContactsNo contacts available

OfficeN/A

Organization / AgencyTexas → Burleson Independent School District

Office AddressN/A

ContactsNo contact information available

Full Description

Provide strategic investment advisory services including portfolio construction, asset allocation, risk management, and performance reporting for public school district funds.