When is the submission deadline?

This RFP closed on July 22, 2026 and is no longer accepting submissions.

What is the budget for this RFP?

Settle estimates the budget at $300,000,000. The issuer has not published an official figure.

It was issued by City Of Cincinnati. The work is located in Cincinnati, Ohio, United States.

Who is a good fit for this opportunity?

Demonstrated expertise in public sector investment management. Experience with government portfolio consulting and strategy. Ability to collaborate with municipal investment staff and consultants. Licensed and compliant with relevant financial regulations.

Investment Management Services (Closed)

Cincinnati is seeking a firm to provide three-year investment management and consulting services for its general investment portfolio.

Must have assets under management (AUM) over $10 billion
Must be a single legal entity (e.g., corporation, partnership, sole proprietorship, LLC, LLP)
Must be a registrant under Vendor Self Service (VSS) at time of award
Must provide professional liability or errors and omissions insurance with a minimum of $1,000,000 per occurrence and $3,000,000 in the aggregate
Must provide general liability insurance with a minimum of $1,000,000 per occurrence and $2,000,000 in the aggregate
Must provide automobile liability insurance with a minimum of $100,000 per person and $300,000 per accident
Must provide umbrella liability insurance with a minimum of $1,000,000 of coverage
Must comply with the City's Equal Employment Opportunity Program
Must comply with the City's Small Business Enterprise and Local Business Enterprise Programs
Must be a Taxpayer in Good Standing with the City of Cincinnati

Release of RFP: June 12th, 2026

Deadline for written questions: June 30th, 2026

Submissions due in Bonfire: July 22nd, 2026

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

The government authority in Cincinnati, Ohio, is seeking a qualified vendor to provide investment management services for its general investment portfolio. The selected firm will be responsible for managing a separate investment portfolio, with assets expected to grow as current city investments mature and available funds are identified that are not immediately required for operating cash needs.

Additionally, the vendor will offer investment consulting services, supporting the City Treasurer, who retains responsibility for managing the rest of the city's investment holdings. Close collaboration with the City's Investment Consultant is required to ensure that established targets and goals for the portfolio are met.

The contract will be awarded for a period of three years. Questions regarding this RFP must be submitted by June 30, 2026.

Investment Management Services

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