Investment Consulting Services
Overview
Settle Signals
Market intelligence for public sector sales teams
RFP Hunter shows what is open. Settle shows what is forming.
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.
SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
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
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Minnesota State Board Of Investment
DESCRIPTION
A government authority in St. Paul, Minnesota is seeking a vendor to provide investment consulting services in support of funds managed by the State Board of Investment. The selected consultant will be expected to prepare comprehensive reviews and analyses of existing investment policies for the Combined Funds and other managed funds, and to recommend changes where appropriate. The work also includes assisting with the development or update of a written Investment Policy Statement incorporating best practices from comparable public pension plans.
The consultant will provide technical assistance in evaluating the investment characteristics of applicable asset classes and underlying investments, and will support the assessment of potential new asset classes by analyzing risk-return profiles, implementation considerations, and portfolio fit. Additional responsibilities include advising on rebalancing guidelines and procedures, evaluating the effectiveness of those procedures, and assessing macroeconomic trends, market dislocations, and geopolitical factors that could affect the investment program.
The scope also includes helping develop liquidity management frameworks, including classification of liquid, semi-liquid, and illiquid portfolio segments and their role in meeting near-term cash flow obligations. Questions related to the solicitation must be submitted by July 24, 2026.
Similar RFPs
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 with public sector or pension fund experience
- Expertise in investment policy development and portfolio strategy
- Strong capabilities in asset allocation, risk analysis, and liquidity management
- Experience advising boards or investment committees on macroeconomic and market conditions
- Familiarity with comparable public pension plan best practices
- Team with senior consultants and analysts experienced in multi-asset portfolios
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
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.