Professional Investment Management Services

The government authority located in Brooklyn, New York is seeking comprehensive, discretionary, professional investment management services for its assets. The agency needs to solve the challenge of aligning its portfolio with long-term goals, liquidity needs, cash-flow requirements, and risk tolerance. To address this, the agency requires a partner to develop, implement, and maintain an investment strategy while preparing cash-flow projections that support operational and capital needs. The scope of work covers designing, constructing, and managing a diversified portfolio across appropriate asset classes with prudent care, diversification, and cost-efficiency. The selected partner must monitor exposures, conduct stress testing, and recommend adjustments to ensure compliance with risk parameters, investment policies, and statutory requirements. Additionally, the agency requires ongoing consultation regarding market trends, regulatory changes, quarterly performance reports, secure online access to real-time portfolio holdings, and orientation for newly appointed committee members. Eligibility is strictly limited to onshore organizations based in the United States. The agency requires all performance of the work to be conducted offsite. Bidders must submit all questions regarding this opportunity no later than June 19, 2026. The agency is currently looking for proposals to determine the budget and financial structure for these services.