Latest US Asset Allocation Contracts & Bids

The State of Tennessee, Department of Treasury, is seeking proposals for general investment consulting services. The RFP outlines the schedule of events, response requirements, general contracting information, evaluation criteria, and contract award process. Key deadlines include the disability accommodation request deadline, pre-response teleconference, notice of intent to respond deadline, written questions/comments deadline, response deadline, and contractor signature deadline. The response must consist of a technical response and a cost proposal, adhering to specific formatting and content requirements. The evaluation process considers qualifications, experience, technical approach, and cost. Additional documents, including a statement of certifications and assurances, technical response evaluation guide, cost proposal scoring guide, and reference questionnaire, are attached. The RFP also includes information on various funds managed by the state, including the Tennessee Consolidated Retirement System (TCRs), Tennessee Promise Endowment Trust, Chairs of Excellence Endowment Trust, K12 Mental Health Endowment Trust, Qualified School Construction Bonds, Other Post Employment Benefits Trust, Health Savings Account, TNSTARS, and Able TN. The RFP specifies requirements for insurance, professional licensure, and registration with the Tennessee Department of Revenue. The RFP also includes a pro forma contract outlining the scope of services, payment terms, and other contract conditions. The RFP includes a section on nondiscrimination and prohibits the use of illegal immigrants in contract performance.

PMRS is seeking a general investment consulting firm with experience in defined benefit plans and public funds. The selected firm will provide various services including investment policy statement review, portfolio monitoring, asset allocation reviews, manager selection, performance measurement, and board support. The RFP includes detailed requirements for each service area, including specific reporting formats and frequency. Appendix materials are referenced, including the current investment policy statement, board members, and investment managers. The offerors must meet specific qualifications, including experience with public pension plans, investment consulting experience, and SEC registration. The offerors must also provide detailed information about their firm's structure, personnel, financial history, and conflict of interest policies. The offerors must also describe their disaster recovery plan.

The Cherokee Nation is seeking proposals for investment management services for its sovereign wealth fund. Interested parties must submit proposals by July 31, 2025, 5:00 PM CT, to ***@***. *. * must include detailed information on firm overview, investment philosophy, team and resources, experience, fee structure, and references. Indian preference will be given to parties holding current certification from the Cherokee Nation Tribal Employments Office (TERO). Questions must be submitted in writing by July 21, 2025, 5:00 PM CT. The nation reserves the right to issue addenda to revise or clarify the RFP. All proposals become the property of the Cherokee Nation.

This solicitation is for air cargo transportation services for the Strategic National Stockpile (SNS) of the US Department of Health and Human Services (HHS). The contract is a firm fixed price (FFP) and is anticipated to last 60 months (August 1, 2025 to July 31, 2030) with four one-year options. The government intends to evaluate offers without discussions, but may conduct discussions if deemed necessary. Offers are due no later than July 1, 2025, 8:00 AM Eastern Time, via email to ***@***. *. * and ***@***. *. * must be submitted by June 23, 2025, 8:00 AM Eastern Time. The solicitation incorporates various FAR and HHSAR clauses, including provisions related to commercial products and commercial services, contract terms and conditions, and nondisclosure agreements. SNS storage locations are sensitive and shall not be disclosed. The contractor must possess FAA Part 121 certification and be physically based west of Honolulu. The contract includes training drills and requires a 24/7 readiness capability. The contractor must comply with all applicable safety and security requirements. Electronic submissions are limited to 2MB. Payment will be made through the Invoice Processing Platform (IPP). The contract includes clauses related to various legal requirements and regulations.

The Pembroke Pines Firefighters Police Officers Pension Fund is seeking real estate managers. Proposals are due July 29, 2025, at 5:00 PM EST. Submissions must be made electronically via email to ***@***. *. * RFP document must be in . docx or . doc format. Additional information and corrections will be posted at www. ***. *. * are irrevocable for 120 days. The fund has approximately 960 million in assets and is seeking to allocate 95 million among core, core plus and value add managers in amounts between 5 million and 40 million. Managers may submit multiple products, but must use a separate email for each.