Investment Management Services
- Client
- Lexington, Kentucky
- RFP Number
- BANKING-9436
- Posted
- 10/2/2026
- Category
- Banking Services
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority in Lexington, KY requires an offeror to provide offsite investment management services. The selected vendor must review and recommend investment policies, offer investment advisory services, execute discretionary asset management, and provide investment reporting for senior management and the board of directors. Capabilities must demonstrate an understanding of the insurance industry and workers' compensation segment, alongside the ability to optimize portfolios within an appropriate risk level. Eligible offerors are limited to onshore US organizations. Interested applicants must submit all questions by October 8, 2026, and can submit their proposals digitally via email or online. The authority seeks proposals for the budget, but the text does not specify the contract term or evaluation criteria.
Key solicitation details
AI-extracted from KEMI-RFP-2026-110-Investment-Management-Services.pdf. Confirm against the original documents before bidding.
Kentucky Employers' Mutual Insurance is soliciting proposals for investment management services, including investment policy review, investment advisory, and discretionary asset management. Eligible bidders must be SEC registered investment advisors or exempt from registration.
- Issued by
- Kentucky Employers' Mutual Insurance
- RFP Publication Date
- Thursday, October 1, 2026
- Deadline for Inquiries
- Thursday, October 8, 2026
- KEMI Response to Inquiries
- Thursday, October 15, 2026
- Deadline for Submission of Proposals
- 12:00 PM Eastern Time on November 5, 2026
- Virtual Interview/Discussions (Optional)
- November 30 – December 4, 2026
- Estimated Contract Award
- July 1, 2027
- How to submit
- Electronic via KEMI online procurement submission portal
- Submission details
- Submitted at www.kemi.com/rfp in a single PDF document limited to 100MB using a two-step upload process. No hyperlinks permitted.
- Place of performance
- Offsite
How proposals are evaluated
| Organizational Background | 20 points |
| Information Technology Structure | 20 points |
| Proposed Services | 20 points |
| Cost | 35 points |
| Business Continuity Form | 5 points |
| Interviews/Discussions, if selected | 100 points |
Scope of work
- Review and make recommendations regarding KEMI investment policy and procedures
- Provide investment advisory services
- Provide discretionary asset management services to facilitate execution of investment strategy
- Optimize KEMI portfolio within an appropriate level of risk
- Provide timely and accurate investment reporting capabilities for Senior Management and Board of Directors
Minimum qualifications
- Must be an SEC registered investment advisor or be exempt from registration
- Properly registered with the Kentucky Secretary of State or document legal exemption
Documents to include with the bid
- Signed Offeror Information Form
- Signed and notarized Sworn Statement Regarding Campaign Finance Laws
- Signed Mandatory Requirements Statement
- Completed Business Continuity Form
- Original Copy of the Proposal
- Copy of most recent ADV Part II
- Copy of most recent SSAE No. 16 report
- Summary of services entitled Services/Deliverables
- Sample invoice based on recommended portfolio structure
- At least three executive-level client references
Source and verification
Original sourceCraxy AI summarizes this opportunity from the original listing and available solicitation documents. Confirm submission instructions and amendments with the issuing source before responding.
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