When is the submission deadline?

Submissions are due August 3, 2026. Questions must be submitted by July 27, 2026.

It was issued by Office Of The Oklahoma State Treasurer. The work is located in Oklahoma City, Oklahoma, United States.

Who is a good fit for this opportunity?

Institutional investment advisory or OCIO firm. Experience serving public sector or government investment funds. Strong expertise in asset allocation and portfolio construction. Proven investment manager selection and oversight capabilities. Ability to provide risk management, liquidity management, and performance reporting. Experience presenting to boards or investment committees. Capacity to deliver annual capital market forecasts and allocation reviews. Established compliance and fiduciary governance practices.

Outsourced Chief Investment Officer Service (Due August 3, 2026)

Overview

Financial, Legal, HR & Staffing

Oklahoma City, Oklahoma, United StatesPosted: July 17th, 2026Deadline: August 3rd, 2026

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SUMMARY

An Oklahoma government authority is soliciting an outsourced chief investment officer to manage fund administration, asset allocation, portfolio oversight, and investment reporting. The engagement includes ongoing monitoring, rebalancing, and annual allocation reviews with forward-looking market forecasts.

KEY REQUIREMENTS

Must be a registered investment adviser under the Investment Advisers Act of 1940
Lead professional must have a minimum of ten years of professional experience providing investment consulting or discretionary investment management services to institutional clients
Firm and employees assigned to the Fund must be registered with the Oklahoma Department of Securities
Must have a minimum of $3 billion in institutional assets managed under OCIO service
Must currently serve at least three institutional clients that are public funds, sovereign or permanent funds, endowments, or foundations
Must agree to serve as a fiduciary to the Fund as defined in Section 3(21)(A) of ERISA
Must agree to disclose all potential conflicts of interest and annually disclose all affiliations
Must agree to comply with the Fund's Placement Agent Policy

TIMELINE

RFP Release: July 15th, 2026

Final Day to Submit Questions: July 27th, 2026

Final Responses to Questions Posted: July 29th, 2026

Proposal Responses Due: August 3rd, 2026

Notification of Finalists: August 17th, 2026

QUESTION DEADLINE

July 27th, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Office Of The Oklahoma State Treasurer

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DESCRIPTION

A government authority in Oklahoma is seeking a vendor to provide outsourced chief investment officer services. The selected firm will support the development and modification of investment policy objectives and guidelines, including asset allocation strategy, long-term allocation recommendations, and guidance on the appropriate mix of investment manager styles and strategies.

The scope of work includes administering all aspects of the fund's investment process, such as strategic and tactical asset allocation, portfolio construction, investment manager selection and termination, trading and portfolio implementation, cash and liquidity management, risk management, client reporting, and board communication. The selected provider will also be expected to conduct annual asset allocation reviews and provide recommendations, including annual reports with forecasts for returns, risk, and correlations across asset classes.

In addition, the vendor will continuously monitor portfolio allocations and execute portfolio rebalancing within the target ranges established by the investment policy. Questions related to the solicitation must be submitted by July 27, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 3, 2026. Questions must be submitted by July 27, 2026.
Who issued this RFP?: It was issued by Office Of The Oklahoma State Treasurer. The work is located in Oklahoma City, Oklahoma, United States.
Who is a good fit for this opportunity?: Institutional investment advisory or OCIO firm
Experience serving public sector or government investment funds
Strong expertise in asset allocation and portfolio construction
Proven investment manager selection and oversight capabilities
Ability to provide risk management, liquidity management, and performance reporting
Experience presenting to boards or investment committees
Capacity to deliver annual capital market forecasts and allocation reviews
Established compliance and fiduciary governance practices

Analysis generated by Settle AI from the source RFP.

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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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