This Government Contract opportunity from Tennessee was posted on May 14, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Management and Advisory Services

Closed

State & Local

Submission Closed06/09/2025, 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: 523920

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SLED

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Bristol Community College

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DEADLINE

Investment Portfolio Manager (Bond Proceeds)This subcontract opportunity is for an Investment Portfolio Manager to provide professional guidance on the investment and management of bond proceeds for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for portfolio management to balance risk and return, monitoring performance against benchmarks through analytics software, and delivering investment policy recommendations and performance reports. A CFA certification is preferred for this role. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026, at 3:00 PM. This requirement falls under NAICS code 523920 and is associated with the South Jersey Ports agency in New Jersey.

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City of Linden Purchasing Department

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Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

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DEADLINE

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Active REIT Investment ManagementThis subcontract for the Pension Benefit Guaranty Corporation under the Department of Labor focuses on the active investment management of REIT equities. The selected provider will utilize professional financial data terminals and portfolio management software to execute a repeatable investment process aimed at identifying and selecting equities that outperform designated indices. The primary objective of the contract is the delivery of an actively managed portfolio of REIT equities. Classified under NAICS code 523920, the project requires the implementation of a specific investment philosophy to ensure high-performance results for the prime contractors involved in PBGC projects.

Pension Benefit Guaranty Corporation

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DEADLINE

Request for Application (RFA)- NYC Catalyst Fund II

Solicitation # 20251201024

The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.

NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

This subcontract for Investment Management and Advisory Services involves the provision and oversight of various investment options for 457(b) plan participants. The scope of work includes managing mutual funds, target-date funds, and asset allocation models, while ensuring comprehensive fiduciary oversight and the delivery of performance reporting. The opportunity was posted on May 14, 2025, with a response deadline of June 9, 2025. It is associated with the city of Nashville, Tennessee, and falls under NAICS code 523920.

General Info

Agency

Tennessee → Nashville

NAICS

523920 - Portfolio Management

Place of Performance

TN, USA

Set-Aside

NONE

Documents

This scope was carved out of 395376.

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

View the prime solicitation

Deferred Compensation 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

PostedMay 14

subcontract

Response DeadlineJun 9

Deadline has passed

Submission Closed

06/09/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTennessee → Nashville

ContactsNo contacts available

OfficeN/A

Organization / AgencyTennessee → Nashville

Office AddressN/A

ContactsNo contact information available

Full Description

Provision and oversight of investment options such as mutual funds, target-date funds, and asset allocation models for 457(b) plan participants, including fiduciary and performance reporting.