Investment Consulting Services
Overview
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SUMMARY
DESCRIPTION
A government authority in St. Louis, Missouri is seeking a qualified vendor to provide investment consulting services for its board of trustees and staff. The selected consultant will support oversight of the investment portfolio and provide ongoing strategic advice related to portfolio performance, asset classes, and investment managers.
Required services include presenting written quarterly reports to the trustees covering gains and losses, benchmarks, asset allocation, pension universe comparisons, risk, and recommendations related to investment policy and asset allocation. The consultant will also conduct investment manager searches and provide recommendations as needed by the trustees.
In addition, the consultant will perform and present a written asset or liability study every three to five years, or as needed, in coordination with the actuary. The scope also includes assisting with preparation of the investment section of the annual comprehensive financial report. The anticipated contract term is three years, and questions are due by July 27, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 21, 2026.
- Who is a good fit for this opportunity?
- Institutional investment consulting firm with public sector or pension fund experience
- Demonstrated expertise in portfolio performance analysis, asset allocation, and risk assessment
- Experience conducting investment manager searches and trustee-level presentations
- Capability to prepare asset-liability studies in coordination with actuaries
- Familiarity with annual financial reporting support for government entities
- Established team able to provide quarterly reporting and ongoing advisory services over a multi-year contract
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.