This Government Contract opportunity from California was posted on June 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Consultant Services

Closed

Investment Consultant ServicesState & Local

Submission Closed07/04/2026, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523940

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SLED

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Solicitation # 717-27-701

Texas Southern University is seeking proposals from qualified firms to provide professional Financial Planning and Advisory Services. The selected respondent will be responsible for providing expert personnel to assist with Financial Planning and Analysis activities as authorized by the university. These services are intended to support the institution's financial management through specialized advisory functions and professional oversight. The solicitation, identified by number 717-27-70, was posted on August 20, 2026, with a formal response deadline set for September 15, 2026. This procurement process is being conducted by Texas Southern University in the state of Texas. Interested parties must submit their proposals through the designated procurement channels by the specified deadline to be considered for this professional services contract.

Texas Southern University

POSTED

9 days ago

DEADLINE

in 17 days

AI Contract Overview

The contract seeks an investment consultant to provide a broad range of investment consulting services to the Board overseeing the Plans. Key responsibilities include evaluating investment fund performance against benchmarks and delivering detailed quarterly reports that cover economic conditions and capital market forecasts. The consultant will review and recommend updates to the Board’s investment policies and develop procedures for monitoring underperforming funds. They will also assess and suggest adjustments to asset allocation and investment structure to maintain portfolio diversification. The role involves advising on the selection and retention of investment managers, including conducting searches, negotiating terms, setting guidelines, and ongoing performance monitoring. Additionally, the consultant will educate the Board on relevant investment topics and regulatory developments while actively participating in Board and preparatory meetings held in San Diego. Another critical task is conducting a record-keeper search by drafting and issuing an RFP, evaluating proposals, facilitating finalist interviews, and providing recommendations to the Trustee Board. The overall goal is to ensure effective management and oversight of the Plans through comprehensive consulting, reporting, and stakeholder engagement. The solicitation was posted by the Business Administration Department of the City of San Diego, with responses due by early July 2026.

General Info

Investment consultant to evaluate funds, advise Board, provide reports, manage allocations, and conduct record-keeper search.

Agency

California → Business Adminstration Department of City of San DiegoView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

California 92101, CA, USA

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseClosed

PostedJun 5

Contract opportunity posted

Response DeadlineJul 4

Deadline has passed

Submission Closed

07/04/2026, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Business Adminstration Department of City of San Diego

Contacts1 person available

OfficeCA, USA

Organization / Agency

California → Business Adminstration Department of City of San Diego

View Agency Profile

Office AddressCA, USA

Contacts

Carly DanneyContact

contact@example.gov

Full Description

Scope: The Board is seeking an investment consultant to provide comprehensive investment consulting advice and services for the Plans. Investment consulting services should include, but are not limited to: 1. Assessing investment fund performance against benchmarks and providing written quarterly reports to the Board, including general economic conditions and forecasts of capital markets, interest rates, inflation, and risk and returns for all asset classes; 2. Reviewing the Board’s established Statement of General Investment Policies and Guidelines and recommending revisions as necessary. Preparing “watch list” procedures to be followed for investment funds not meeting expectations as identified through the quarterly performance evaluation; 3. Reviewing the appropriate asset allocation and structure of the Plan funds. Suggesting changes to the investment structure, as needed, to ensure diversified investment portfolio options; 4. Advising the Board on the selection and retention of investment managers. This will involve conducting investment manager searches, helping to negotiate terms of the engagement, providing written guidelines to managers consistent with individual mandates and the Plan Investment Policy, conducting ongoing due diligence and monitoring of investment manager performance; 5. Providing investment education to the Board to ensure the Board is apprised of all pertinent issues, including latest investment trends as well as regulatory updates; and 6. Attending Board meetings held in San Diego to present the information included in the written quarterly performance evaluation reports and to answer the Board’s questions regarding the investment funds and/or administration of the Plans. Participating in pre- Board meetings and preparation meetings with City and Third-Party Administrator staff to discuss agenda items to ensure the Board meetings are effective and efficient. 7. Performing record-keeper search, including drafting and issuing RFP, evaluating proposals and presenting evaluation report to the Trustee Board, and scheduling and facilitating interviews of finalist candidates for selection by the Trustee Board.