General Nondiscretionary Investment Consulting Services
Location:
Jackson, Mississippi, United States
Posted on:
Feb 28, 2026
Deadline:
May 15, 2026
Summary:
Seeking investment consulting services for portfolio management, reporting, and manager evaluation for a government authority in Jackson, Mississippi.
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The government authority in Jackson, Mississippi is seeking a vendor to provide general nondiscretionary investment consulting services. Responsibilities include assisting with strategic planning and portfolio construction, manager research, selection, monitoring, and termination, as well as evaluating custodians and securities lending options. The consultant will also provide education and research materials for trustees and staff and deliver portfolio management technology and software solutions.
Additional duties comprise monthly, quarterly, and annual reporting to the board and staff, analysis of fees across investment manager relationships, and suitability assessments of asset-level benchmarking within the portfolio. The vendor must disclose all potential and current conflicts of interest and annually provide detailed information on all sources of revenue and affiliations. The contract period will be for one year.
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