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Investment Consultant

ID: RFP01-TRSY-24-194 • State: Texas
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Description

The Texas A&M University System (A&M System) is requesting proposals from firms who can provide investment consultant services to the A&M System. This full-service relationship may include performance reporting, asset allocation studies, investment manager searches, investment manager due diligence, and assistance in meeting the investment goals of A&M System. Refer to the attached RFP.
Background
The Texas A&M University System (A&M System) is one of the largest systems of higher education in the nation, with a budget of $7.8 billion. Through a statewide network of 11 universities, a comprehensive health science center, eight state agencies, and the RELLIS Campus, the Texas A&M System educates more than 153,000 students and makes more than 23 million additional educational contacts through service and outreach programs each year.
System-wide, research and development expenditures exceed $1 billion and help drive the state’s economy.

Work Details
The A&M System is requesting proposals from firms who can provide investment consultant services to the A&M System. This full-service relationship may include performance reporting, asset allocation studies, investment manager searches, investment manager due diligence, and assistance in meeting the investment goals of A&M System.
The primary role of the investment consultant is to provide advice, consultation, and other services as necessary to the Office of Treasury Services on all matters related to investments.
The investment consultant will work under the direction of the Office of Treasury Services, maintaining a working partnership relationship on all investment matters.

Period of Performance
The initial term of such Agreement is expected to be effective August 1, 2024 and extend for five (5) years, with the option to extend for an additional five (5) year term.

Place of Performance
The geographic location(s) where the contract will be performed or where the product(s) will be delivered are not explicitly mentioned in the provided information.

Overview

Opportunity ID
RFP01-TRSY-24-194
Response Deadline
March 29, 2024 Past Due
Date Posted
Feb. 15, 2024
Agency Distribution
High
Source
On 2/15/24 Texas A&M University System in Texas issued Investment Consultant with ID RFP01-TRSY-24-194 due 3/28/24.

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Documents

Posted documents for Investment Consultant

Additional Details

Days Solicited
21+ Days for Solicitation Notice

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