Investment Management Services

Texas Southern University is soliciting proposals for comprehensive investment management services under solicitation number 717-26-766. The scope of work includes investment policy and compliance, portfolio management, asset allocation, manager research, performance monitoring, and fiduciary training. All services must adhere to the Texas Public Funds Investment Act, the Texas Education Code, and other state governance standards. The contract is structured with a three-year base term and two one-year option periods, with performance centered at Texas Southern University in Houston, Texas. Award decisions will be based on a best-value trade-off approach rather than the lowest price. Evaluation is weighted across seven factors: qualifications and experience (20%), investment philosophy and technical methodology (20%), past performance and references (20%), key personnel experience (15%), transition and continuity planning (10%), cost and fees (10%), and a hypothetical portfolio (5%). Proposals must be submitted by August 13, 2026, consisting of one original and five paper copies, accompanied by a flash drive containing the electronic version. Submissions are limited to 100 pages, excluding required forms. The agreement includes several state-specific mandates, including the disclosure of interested parties, verification of no felony convictions, and compliance with Executive Order GA-48 regarding foreign entity affiliations. All work products and intellectual property developed under the contract remain the property of the government. The university maintains full authority for inspection and acceptance of services, and the contractor must comply with the Americans with Disabilities Act and Texas government code regarding sovereign immunity and audit rights.