ASM-2555 - USA (Hartford, Connecticut) - Pension and Post-Employment Trust Investment Consulting Services - Deadline July 14,2026

(1) Vendor needs to provide pension and post–employment trust investment consulting services to the government authority located in Hartford, CT.– Review and recommend changes to the district’s pension and OPEB trust investment policies, including asset allocation, investment returns, objectives, and investment guidelines for diversification, quality and performance review.– Quarterly written report for pension fund detailing performance for multiple time periods on a total fund and individual portfolio basis, and individual manager basis.– Consultant will meet with District staff and Committees on a quarterly basis in addition to other meetings on an as–needed basis.– Consultant will perform one investment manager search, annually, for the district’s pension plan, if deemed necessary by the district.– Prepare a monthly letter for the district regarding status, pension plan performance, issues and concerns, etc.– Monitor continuously the investment management organizations under hire, with particular attention to personnel, management, or organization changes.– Annual fee analysis of investment managers.(2) All the questions must be submitted no later than June 30, 2026.(3) The contract period will be for three years.