Investment Management Services
Overview
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SUMMARY
DESCRIPTION
The university or government authority located in Houston, Texas, is seeking investment management services. The selected vendor will provide investment management support as needed, including reviewing investment-related policies and procedures and recommending appropriate changes.
Services will include portfolio analysis, asset allocation and structural recommendations, monthly flash reports, and quarterly performance reports. Reporting is expected to include total fund and individual asset-class performance data and analysis, return attribution, portfolio characteristics, style and risk analysis, peer universe comparisons, and holdings analysis relative to benchmarks.
The vendor will also support the selection, retention, and dismissal of investment managers; conduct due diligence and provide summary reporting; research investment markets; monitor and rebalance portfolios; and provide a monthly summary and commentary on developments in domestic and global equity and debt markets. Questions must be submitted by August 6, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 13, 2026.
- Who is a good fit for this opportunity?
- Institutional investment management firm with public-sector or university portfolio experience
- Expertise in asset allocation, manager selection, performance attribution, and risk analysis
- Demonstrated ability to produce monthly and quarterly investment reporting
- Experienced research and due diligence team covering domestic and global equity and debt markets
- Strong portfolio monitoring, rebalancing, and investment policy advisory 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.