FreeFree RFPs on Craxy AI — no subscription required

Ready to bid on this RFP?

Sign up free to generate a complete proposal draft instantly — Craxy AI reads the RFP, drafts every section, and matches your past work.

GLOBAL - Investment Consultant Service

New York.&nbspNew York, USADue Monday, July 13, 2026
Client
New York.&nbsp
RFP Number
BANKING-9051
Posted
6/26/2026
Category
Banking Services
Budget
Looking for Proposals
NAICS
Set-aside
Contact

Description

AI Generated

The government authority located in New York is seeking an institutional investment consultant to advise its large public fund and oversee its externally managed portfolios. The authority requires a partner with deep research coverage across equities, fixed income, and specialty strategies to assist with full portfolio oversight. This oversight includes ongoing performance monitoring of external managers, strategic and tactical asset allocation, and portfolio rebalancing. The selected consultant will conduct end-to-end manager searches and make recommendations on hiring, termination, and implementation plans. The authority also needs risk management advice, including factor exposure and attribution analysis, to evaluate manager contributions at the overall fund level. Additionally, the consultant must advise the authority on applying a Total Portfolio Approach, using customized benchmarks, and managing internally managed assets. Bidders must offer access to proprietary or third-party investment databases to support these services. The opportunity is open to eligible vendors worldwide, and the performance of the work will take place offsite. The authority is accepting digital proposal submissions via email or online and is currently looking for proposals to establish the budget.

Personalized fit score

Sign up free to see how well this opportunity fits your company — based on your saved profile.

Sign up to see your fit score