This Government Contract opportunity from Connecticut was posted on February 23, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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OPEB Trust Fund Investment Advisory Services

Closed

State & Local

Submission Closed03/21/2024, 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: 523930

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Investment Grade Private Placement Corporate and Infrastructure Credit ManagerThis subcontract involves the management of a portfolio of investment-grade private placement credits for prime contractors operating under New York State Insurance Fund investment mandates. The selected manager is responsible for identifying and sourcing corporate credit opportunities, analyzing infrastructure-related private credit investments, and conducting ongoing portfolio monitoring and risk management. All activities must be executed using professional investment management software and must strictly adhere to State Finance Law sections 139-j and 139-k. The contract requires the delivery of a managed portfolio along with detailed performance reporting. Interested parties should note that the response deadline is December 16, 2026. This opportunity falls under NAICS code 523930 and is administered by the New York State Insurance Fund.

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BCC01 - Bristol Community College

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DEADLINE

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NYS Deferred Compensation Plan

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DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

NYS Deferred Compensation Plan

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DEADLINE

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DEADLINE

Retirement Plan Broker and Liaison ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

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POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

City of Linden Purchasing Department

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DEADLINE

Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The Town of Greenwich in Connecticut is seeking a subcontractor to provide fiduciary-level investment advisory services for its OPEB Trust Fund. The selected provider will be responsible for managing critical financial functions, including the development of portfolio strategies, determining asset allocation, delivering performance reporting, and ensuring all activities remain in strict regulatory compliance. This opportunity was posted on February 23, 2024, with a response deadline of March 21, 2024. The contract falls under NAICS code 523930 and is managed through the Connecticut state procurement portal.

General Info

Agency

Connecticut → Town of Greenwich

NAICS

523930 - Investment Advice

Place of Performance

CT, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP 7846.

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

View the prime solicitation

Investment Advisory Services for the Other Post Employment Benefits Trust Fund

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

PostedFeb 23

subcontract

Response DeadlineMar 21

Deadline has passed

Submission Closed

03/21/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyConnecticut → Town of Greenwich

ContactsNo contacts available

OfficeN/A

Organization / AgencyConnecticut → Town of Greenwich

Office AddressN/A

ContactsNo contact information available

Full Description

Provide fiduciary-level investment advisory services for the town’s OPEB Trust Fund, including portfolio strategy, asset allocation, performance reporting, and regulatory compliance.