This Solicitation opportunity from California was posted on April 16, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Management Services For Metropolitan'S Portfolio

Closed

RFQ-DW-1369State & Local

Submission Closed05/13/2024, 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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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

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Investment Advisory Services

Solicitation # 26-010

Central Washington University is soliciting independent investment advisory services for the Central Washington University Retirement Plan and Voluntary Investment Plan under solicitation number 26-010. The selected vendor will provide objective fiduciary consulting, including investment monitoring, fee analysis, governance support, and strategic recommendations to university leadership and the Retirement Committee. To qualify, contractors must maintain Registered Investment Adviser status, remain independent from proprietary investment products, and adhere to public sector fiduciary standards and robust cybersecurity practices. The contract features an initial three-year term with the possibility of year-to-year extensions, not to exceed a total of eight years. Award decisions will be based on a 100-point scoring system evaluating price and specific vendor responses. Proposals must be submitted as PDF documents to Curtis Smithgall by November 20, 2026. Required submission materials include a detailed company profile and a mandatory MWBE/Diversity Plan. The contractor is expected to provide hourly rate pricing and maintain independent insurance coverage, as they are excluded from the university's insurance policies.

Central Washington University

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M-07-27 Investment Advisory Services

Solicitation # BD-27-1381-BCC01-BCCFR-134721

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BCC01 - Bristol Community College

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

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DEADLINE

RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

10 days ago

DEADLINE

in 22 days

AI Contract Overview

Metropolitan Water District of Southern California is seeking professional investment management services for its short-term liquidity portfolio, which has historically fluctuated between approximately $889 million and $1.59 billion over the past three fiscal years. The selected Consultant, registered as an Investment Advisor, will be responsible for managing these funds in accordance with California law, specifically the Government Code §§ 53600-53686, and Metropolitan’s established Investment Policy. The contract aims to ensure the prudent and compliant management of the district’s short-term assets, emphasizing professional expertise and adherence to legal and policy guidelines. The solicitation, titled "Investment Management Services For Metropolitan's Portfolio," was posted on April 16, 2024, with a response deadline of May 13, 2024. The project falls under NAICS code 523940, which pertains to portfolio management and investment advisory services. Interested parties can contact Devina Whitt via email or phone for further details. The contract is part of a competitive process managed by the district, with the goal of selecting a qualified firm capable of effectively managing the district’s liquidity investments within the specified legal and policy framework.

General Info

Agency

The Metropolitan Water District of Southern California

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedApr 16

Solicitation

Response DeadlineMay 13

Deadline has passed

Submission Closed

05/13/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyThe Metropolitan Water District of Southern California

Contacts1 person available

OfficeN/A

Organization / AgencyThe Metropolitan Water District of Southern California

Office AddressN/A

Contacts

Devina Whitt

contact@example.gov

+1 (555) 000-0000

Full Description

Metropolitan requires the services of Consultant(s) to provide investment management services for Metropolitan’s short-term liquidity portfolio. Over the last three fiscal years, the month-end balance in the portfolio has ranged from $888.9 million to $1.59 billion. Consultant, as a Registered Investment Advisor, is to provide professional investment management services in accordance with the laws of the State of California, California Government Code §53600-53686, and Metropolitan’s Investment Policy.