When is the submission deadline?

Submissions are due November 5, 2026. Questions must be submitted by October 8, 2026.

It was issued by Kentucky Employers' Mutual Insurance. The work is located in Lexington, Kentucky, United States.

Who is a good fit for this opportunity?

Investment management firm with advisory and discretionary asset management capabilities. Demonstrated experience serving insurance and property and casualty organizations. Expertise in workers’ compensation investment requirements. Capability to optimize portfolios within defined risk parameters. Strong investment reporting systems for senior management and board oversight.

Investment Management Services (Due November 5, 2026)

Overview

Financial, Legal, HR & Staffing

Lexington, Kentucky, United StatesPosted: October 2, 2026Deadline: November 5, 2026

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SUMMARY

A government authority in Lexington seeks an investment management firm to provide policy guidance, investment advisory services, discretionary asset management, portfolio optimization, and executive and board reporting. Experience with insurance and workers’ compensation investment needs is required.

KEY REQUIREMENTS

Must be an SEC registered investment advisor or be exempt from registration
Must demonstrate investment advisory capabilities specific to the insurance industry and workers' compensation segment
Must have discretionary asset management capabilities
Must have investment reporting capabilities for senior management and the board of directors
Must be properly registered with the Kentucky Secretary of State if a foreign or Kentucky entity
Must submit proposal electronically in a single PDF document limited to 100MB
Must provide at least three executive-level client references

TIMELINE

RFP Publication Date: October 1st, 2026

Deadline for Inquiries: October 8th, 2026

KEMI Response to Inquiries: October 15th, 2026

Deadline for Submission of Proposals: November 5th, 2026

Virtual Interview/Discussions (Optional): November 30th, 2026 – December 4th, 2026

Estimated Contract Award: July 1st, 2027

QUESTION DEADLINE

October 8, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Kentucky Employers' Mutual Insurance

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DESCRIPTION

The government authority in Lexington, Kentucky, is seeking an investment management services provider to review and recommend updates to its investment policies and procedures and to provide investment advisory and discretionary asset management services.

The selected offeror must demonstrate expertise in investment issues affecting the insurance industry, particularly the workers’ compensation segment of the property and casualty industry. Discretionary asset management services must support execution of the board-approved investment strategy and portfolio optimization within an appropriate level of risk and in consideration of the authority’s ongoing business needs.

The provider must also deliver timely and accurate investment reporting that meets the information requirements of senior management and the board of directors. Questions must be submitted by October 8, 2026, and proposals are due by November 5, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 5, 2026. Questions must be submitted by October 8, 2026.
Who issued this RFP?: It was issued by Kentucky Employers' Mutual Insurance. The work is located in Lexington, Kentucky, United States.
Who is a good fit for this opportunity?: Investment management firm with advisory and discretionary asset management capabilities
Demonstrated experience serving insurance and property and casualty organizations
Expertise in workers’ compensation investment requirements
Capability to optimize portfolios within defined risk parameters
Strong investment reporting systems for senior management and board oversight

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.

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