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Investment Consulting Services

Overview


Financial, Legal, HR & Staffing
Saint Paul, Minnesota, United StatesPosted: July 8th, 2026Deadline: August 4th, 2026

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SUMMARY


A government authority in St. Paul, Minnesota is soliciting investment consulting services covering governance, asset allocation, manager search, due diligence, risk analysis, and education. The scope also includes private markets support and special project consulting.

KEY REQUIREMENTS


CONTRACT DURATION


60 months

TIMELINE


RFP Issued: July 6th, 2026

Deadline to Submit Questions: July 16th, 2026

SBI Provides Responses to Questions: July 24th, 2026

Proposals Due: August 4th, 2026

Proposals Evaluated: August 28th, 2026

Consultant Selected: September 22nd, 2026

Contract Executed: December 4th, 2026

Contract Start Date: January 1st, 2027

QUESTION DEADLINE


July 16th, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Minnesota State Board Of Investment

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DESCRIPTION


A government authority in St. Paul, Minnesota is seeking a vendor to provide investment consulting services. The engagement includes support for investment policies and governance, investment strategy, asset allocation, and investment management structures.

The selected consultant is expected to provide services related to public equities and fixed income manager searches, investment due diligence, ongoing monitoring, and operational due diligence. Additional scope areas include risk management and analysis, board member and staff education, special projects, on-site consultation, and private markets. The opportunity also specifically references work involving investment policies, asset allocation, governance, and related analytical support.

Questions regarding the solicitation must be submitted by July 16, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 4, 2026. Questions must be submitted by July 16, 2026.
Who issued this RFP?
It was issued by Minnesota State Board Of Investment. The work is located in Saint Paul, Minnesota, United States.
Who is a good fit for this opportunity?
  • Institutional investment consulting firm
  • Experience serving government authorities or public sector entities
  • Expertise in asset allocation, investment policy, and governance
  • Capabilities in public equities, fixed income, and private markets advisory
  • Proven track record in manager search, due diligence, and performance monitoring
  • Ability to provide board and staff investment education
  • Capacity for on-site consultation and special project support

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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