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Investment Consulting and Fund Analysis

Active

State & Local

Response Deadline10/29/2026, 08:00:00 AM 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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This subcontract for Investment Consulting and Fund Analysis supports prime contractors on retirement plan projects for the Washington State Board for Community and Technical Colleges. The selected provider will deliver strategic advisory services, including the evaluation of investment funds and managers through quantitative tools and software, the development of investment policies, and the execution of quarterly reviews and annual strategy assessments. Key deliverables include the maintenance of a fund watch list and comprehensive strategy reviews. Qualified candidates must hold Investment Adviser Representative registration and the necessary securities licenses to perform these specialized financial services. The project is categorized under NAICS code 523920 and involves performance across multiple counties. Interested parties should note the response deadline of October 29, 2026.

General Info

Investment consulting and fund analysis services for Washington State Board retirement plan projects.

Agency

Washington → Community and Technical Colleges, State Board for

NAICS

523920 - Portfolio Management

Place of Performance

Multiple Counties, WA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-001.

The full solicitation package (7 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Retirement Consultant

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Timeline

PostedSep 28

subcontract

Response DeadlineOct 29

Submission deadline

Response Deadline

10/29/2026, 08:00:00 AM UTCin 3 days

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Organization & Contact Information

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AgencyWashington → Community and Technical Colleges, State Board for

ContactsNo contacts available

OfficeN/A

Organization / AgencyWashington → Community and Technical Colleges, State Board for

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs investment research and strategic advisory services for prime contractors on SBCTC retirement plan projects. Evaluates investment funds and managers using quantitative tools, develops investment policies, and conducts quarterly reviews and annual strategy assessments. Utilizes investment research tools and fund evaluation software. Requires Investment Adviser Representative (IAR) registration and securities licenses. Delivers quarterly reviews, watch list recommendations, and annual strategy reviews.

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