Investment Consulting and Advisory Services

Agency: State Government of California
State: California
Level of Government: State & Local
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD10570986548554664
Posted Date: Oct 1, 2017
Due Date: Oct 9, 2017
Solicitation No: 0000007118
Source: Members Only

Investment Consulting and Advisory Services
Event ID: 0000007118

Format/Type: Sell Event / RFx

Published Date: 2017-09-29 11:19AM PDT

Dept: CSU Systemwide Offices

Event Version: 1

Event End Date: 2017-10-09 11:00AM PDT


The purpose of this Request for Proposal (RFP) is to solicit proposals from qualified investment consulting firms or persons, interested in providing investment consulting/advisory services and performance measurement for the California State Universitys (CSU) Investment Portfolio (Portfolio) to the Investment Staff (Staff), the Investment Advisory Committee (IAC), and the Board of Trustees (Board). The CSU is developing a new investment portfolio, the Total Return Fund (TRF), which is estimated to be approximately $1 billion once it is fully allocated. The TRF will continue to receive additional funds and is expected to grow modestly over the term of the contract. The CSU will select the most qualified investment consulting firm (Advisor) to provide investment consulting services based on the response to this RFP and presentations by the top candidates. The vast majority of the Scope of Services relates to the TRF. The RFP must be accessed from the following site:
Contractor License Type(N/A)

Contractor License Type Description

Service Area(N/A)

Area ID County


Contact: Darryl Dearborn



Pre Bid Conference(N/A)
Pre Bid Conference
Non Mandatory






UNSPSC Classification UNSPSC Classification Description
84121701 Investment advisers


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