Investment Management and Consulting Services
Overview
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SUMMARY
DESCRIPTION
A government authority located in Jefferson, Missouri is seeking a qualified vendor to provide investment management and consulting services for funds under the custody and control of the state.
The selected firm is expected to deliver non-discretionary investment advisory services, including coordination, cash management and liquidity advisory support, investment advisory and trade execution services, risk management assistance, compliance support, and required reporting and communications. The engagement is focused on supporting the state's investment operations with professional advisory expertise and execution support.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 29, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public sector investment experience
- Expertise in non-discretionary investment advisory and consulting services
- Strong capabilities in cash management and liquidity strategy
- Experience with investment trade execution and portfolio support
- Knowledge of governmental risk management and compliance requirements
- Ability to provide formal reporting and stakeholder communications
- Capacity to serve state-level funds and treasury-related operations
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.