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Investment Advisory Services – Core Portfolio Management

Active

State & Local

Response Deadline07/29/2026, 07:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The contract involves the fiduciary management of Missouri state funds through comprehensive investment advisory services focused on the core portfolio. The service provider will be responsible for developing and implementing asset allocation strategies, executing investment plans, continuously monitoring performance against benchmarks, and ensuring strict adherence to all applicable state statutes and regulatory requirements. The goal is to safeguard and grow state assets while maintaining compliance with legal and fiduciary standards. Submissions for this subcontract opportunity are due by July 29, 2026, with the solicitation posted on July 8, 2026. The North American Industry Classification System code is 523940, indicating focus on financial investment advisory services. The contracting entity is the Missouri Division of Purchasing, Procurements, operating under the PROC OA agency. The place of performance and specific office details are not specified, but the work pertains to the management of Missouri’s state funds. Interested parties must respond through the designated online portal prior to the deadline.

General Info

Missouri hires fiduciary advisor to manage state funds with compliance, asset allocation, and performance monitoring.

Agency

Missouri → PROC OA DIVISION OF PURCHASING PROCUREMENTSView Agency

NAICS

523940 - Portfolio Management and Investment Advice View NAICS

Place of Performance

MO, US

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

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Timeline

PostedJul 8

subcontract

Response DeadlineJul 29

Submission deadline

Response Deadline

07/29/2026, 07:00:00 PM UTCin 20 days

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Organization & Contact Information

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AgencyMissouri → PROC OA DIVISION OF PURCHASING PROCUREMENTS

ContactsNo contacts available

OfficeN/A

Organization / Agency

Missouri → PROC OA DIVISION OF PURCHASING PROCUREMENTS

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Office AddressN/A

ContactsNo contact information available

Full Description

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Provide fiduciary management of Missouri state funds including asset allocation, investment strategy, performance monitoring, and compliance with state statutes.

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