Investment Management and Related Services

Location:

New York, United States

Posted on:

Deadline:

Summary:

New York government is soliciting proposals for investment management services to oversee a $74 million portfolio under a five-year contract.

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The government authority in New York seeks a qualified vendor to provide investment management and related services. The selected firm will be responsible for overseeing and guiding the management of a portfolio currently valued at over $74 million, ensuring alignment with the established Investment Policy.

The new investment manager will serve as an advisor, delivering professional oversight and direction for investment strategies and compliance. The contract will span five years, with a focus on maintaining prudent investment practices and optimizing portfolio performance through expert guidance.

Vendors are encouraged to submit any questions regarding this engagement by March 13, 2026 prior to submitting proposals.

Best-fit vendors:

• Established investment management firm

• Proven experience managing large portfolios for public entities

• Strong understanding of government investment policies and compliance

• Registered with relevant regulatory agencies

• Ability to provide comprehensive oversight and reporting

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Submit your next proposal, within 48 hours or less

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BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.