This Solicitation opportunity from Wisconsin was posted on May 17, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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SWTC Foundation Investment Management Services

Closed

RFP-2324-10-FDTN-0-2024/CJWState & Local

Submission Closed06/21/2024, 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

New

SLED

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.

State University of New York (SUNY)

POSTED

DEADLINE

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State University of New York (SUNY)

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DEADLINE

Investment Advisory Services

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Central Washington University

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BCC01 - Bristol Community College

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NYS Deferred Compensation Plan

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

Solicitation # RFI-100-2700000009-1

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POSTED

DEADLINE

South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional financial services under solicitation 49492. The selected individual or firm will be appointed by a majority vote of the SJPC Board of Directors for an initial one-year term, with the agency maintaining an option to extend the appointment for an additional year under the same rates and terms. The advisor is expected to attend regular and special Board meetings and execute a formal written contract to receive agreed-upon compensation. The scope of work involves providing comprehensive financial guidance, including transaction management for debt issuance and investment portfolio management for bond proceeds. The advisor will offer strategic consulting on capital and operating budgets, as well as expert advice on bond structures, credit, marketing strategies, and cash flow for New Jersey securities. Additionally, the advisor will support the Executive Director and CEO and the Board of Directors on various business transactions and general financial matters. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if contract values exceed 50,000 dollars.

South Jersey Ports

POSTED

9 days ago

DEADLINE

in 20 days

AI Contract Overview

The contract for investment management services with the Southwest Wisconsin Technical College Foundation requires the proposer to demonstrate their capacity to deliver comprehensive investment solutions tailored to the Foundation’s specific needs. The firm must outline their approach to constructing and balancing an investment portfolio that maximizes earnings while minimizing risk, with particular attention to the differing requirements of permanently and temporarily restricted funds. Additionally, proposers should provide strategies for updating the Foundation’s existing investment policy in response to current interest rate conditions, ensuring the policy remains aligned with best practices and market realities. A key component involves advising on the management of a new quasi-endowment exceeding $1 million aimed at supporting student financial needs through the Foundation’s Student Success Plans, emphasizing how to optimize the impact of this significant fund. Furthermore, the firm should propose innovative methods to help the Foundation mitigate sequence of returns risk during the early years of new endowment growth, thereby safeguarding long-term fund stability. The contract size ranges from $500,000 to $2 million, and the solicitation emphasizes the importance of tailored, forward-thinking investment strategies to support the Foundation’s mission and financial objectives.

General Info

Agency

Southwest Wisconsin Technical College

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

WI, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedMay 17

Solicitation

Response DeadlineJun 21

Deadline has passed

Submission Closed

06/21/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencySouthwest Wisconsin Technical College

ContactsNo contacts available

OfficeN/A

Organization / Agency

Southwest Wisconsin Technical College

Office AddressN/A

ContactsNo contact information available

Full Description

Provide detailed information on the ability of the firm to provide the required services as requested. In addition to addressing the items noted in the under Required Services, include the following: (i) The proposer shall describe the investment portfolio and how the portfolio would be balanced to maximize earnings and minimize risk, specifically address approaches to satisfy the unique traits and needs of the permanently restricted vs. temporarily restricted funds in doing so. (ii) Updating the investment policy in Exhibit A. Given the current interest rate environment, describe how you would approach helping the SWTC Foundation update investment philosophies to improve the existing investment policy statement. (iii) SWTC Foundation will create a quasi-endowment of over $1M in the next year to help fund student financial needs derived from the college’s key initiation – Student Success Plans. Please describe how you might help the SWTC Foundation maximize the impact of this investment. (iv) SWTC Foundation is looking for innovative approaches in aiding new endowments in minimizing sequence of returns risk in the early years of fund growth. Please describe how you can help the SWTC Foundation achieve that goal.