Investment Management, Recordkeeping, Operational and Administrative Services

The State of Rhode Island Office of the General Treasurer and the State Investment Commission seek a vendor to provide investment management, recordkeeping, operational, and administrative services for the Ocean State Investment Pool. The required scope encompasses portfolio management, credit research capability, data management, accounting, auditing services, participant transactions, participant services, audit and custody coordination, and technology, controls, and business continuity. Only USA organizations are eligible, and performance of the work will occur offsite. The buyer is looking for fee proposals to establish a three-year initial contract term, with an option to extend for two additional years. Key dates include the RFP issue date on September 15, 2026, and the proposal submission deadline on October 20, 2026, by 4:00 PM EST. The provided text contains no specific evaluation criteria.