BANKING-9170 - USA (Houston, Texas) - Investment Management Services - Deadline August 13,2026

(1) Vendor needs to provide investment management services to the government authority located in Houston, TX. – Provide investment management as needed by the university.– Investment Policy and Procedures: Review investment–related policies and procedures and make appropriate recommendations for changes.– Portfolio Analysis: Review asset allocations and structures and make recommendations for appropriate changes.– Reporting: Provide monthly flash reports and quarterly performance reports, including performance data and analysis for the total fund, individual asset classes; detailed analysis, including return attribution analysis, portfolio characteristics, style and risk analysis, peer universe comparisons; and holdings analysis relative to benchmarks.– Manager Research and Analysis: Manage the selection, retention, and dismissal of investment managers, performing the necessary due diligence and providing summary reporting.– Research: Perform the necessary due diligence on investment markets to ensure optimal performance, including monitoring, rebalancing and reporting.– Market Summary: Provide a monthly summary and commentary of current developments in the domestic and global equity and debt markets.(2) All the questions must be submitted no later than August 6, 2026.