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Investment Management and Advisory Services

Active

State & Local

Response Deadline12/14/2026, 05:00:00 PM UTC

Contract Overview

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

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This subcontract for Investment Management and Advisory Services involves the professional management of long-term investment accounts for prime contractors associated with Ohio Air Quality Development Authority financial service projects. The selected provider will be responsible for selecting and managing investment instruments, executing trades, and providing critical yield analysis and duration management. These tasks will be performed using specialized investment management platforms and portfolio reporting software to ensure the delivery of a managed portfolio and regular performance reports. The contractor must maintain strict compliance with Ohio law and the specific Investment Policy of the Ohio Air Quality Development Authority. This opportunity falls under NAICS code 523930 and is managed by the state of Ohio. Interested parties should note the response deadline of December 14, 2026.

General Info

Investment management services for Ohio Air Quality Development Authority, deadline December 14, 2026.

Agency

Ohio → Air Quality Development Auth

NAICS

523930 - Investment Advice

Place of Performance

OH, USA

Set-Aside

NONE

Documents

This scope was carved out of SRC0000042796.

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

View the prime solicitation

Request for Proposals for Banking and Investment Services

AI Contract Breakdown

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Timeline

PostedOct 29

subcontract

Response DeadlineDec 14

Submission deadline

Response Deadline

12/14/2026, 05:00:00 PM UTCin about 2 months

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Organization & Contact Information

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AgencyOhio → Air Quality Development Auth

ContactsNo contacts available

OfficeN/A

Organization / AgencyOhio → Air Quality Development Auth

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs professional management of long-term investment accounts for prime contractors on Ohio Air Quality Development Authority (OAQDA) financial service projects. Selects and manages investment instruments, provides yield analysis, duration management, and trading execution using investment management platforms and portfolio reporting software. Ensures compliance with OAQDA Investment Policy and Ohio law. Delivers a managed investment portfolio and periodic performance reports.

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Earlier notices in this NAICS code

Posted before this notice, open and closed

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