Investment Management Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue RFP: September 16th, 2026
Acknowledgement of Receipt Form: September 25th, 2026
Deadline to submit Written Questions: September 29th, 2026
Response to Written Questions: October 1st, 2026
Submission of Proposal: October 14th, 2026
Proposal Evaluation: October 15th-21st, 2026
Selection of Finalists: October 22nd, 2026
Best and Final Offers: October 23rd, 2026
Oral Presentation(s): October 29th-November 2nd, 2026
Finalist(s) Approved: November 3rd, 2026
Finalize Contractual Agreement: November 13th, 2026
Contract Award: November 20th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
New Mexico State Treasurer's Office
DESCRIPTION
A government authority in Santa Fe, New Mexico is seeking an independent investment advisor to provide investment management advisory services. The advisor must be free from conflicts of interest that could impair objective decision-making and maintain all licenses, registrations, and regulatory approvals required to perform the services.
The selected advisor will provide analysis of economic conditions, portfolio observations, and investment strategies. Services will also include reporting on market values and changes from prior periods, asset allocations and related changes, and assistance with developing, reviewing, or recommending investment benchmarks on an annual basis.
All questions must be submitted no later than September 29, 2026. Proposals are due October 14, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 14, 2026. Questions must be submitted by September 29, 2026.
- Who issued this RFP?
- It was issued by New Mexico State Treasurer's Office. The work is located in Santa Fe, New Mexico, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with applicable licenses and regulatory approvals
- Demonstrated experience advising government entities or institutional investment portfolios
- Independent organization with robust conflict-of-interest controls
- Expertise in portfolio analysis, asset allocation, investment strategy, and benchmark development
- Strong reporting and economic research capabilities
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.