open🌐 RFPMart: Banking Serviceshttp://www.rfpmart.com/1144674-usa-oklahoma-outsourced-chief-investment-officer-service-rfp.html
BANKING-9121 - USA (Oklahoma) - Outsourced Chief Investment Officer Service - Deadline August 3,2026
Description
(1) Vendor needs to provide outsourced chief investment officer service to the government authority located in Oklahoma. • Developing and modifying policy objectives and guidelines, including the development and execution of asset allocation strategies, recommendations on long–term asset allocation, and the appropriate mix of investment manager styles and strategies.• Implement all aspects of the administrative process of this fund, including but not limited to the creation of the strategic and tactical asset allocation, portfolio construction, investment manager selection and termination, trading and portfolio implementation, cash management and liquidity management, risk management, client reporting, and board communication.• Annually provide asset allocation reviews and recommendations, including annual reports that state specific forecasts of returns, risk, and correlations for all asset classes.• Monitor portfolio allocations on a continuous basis and execute portfolio rebalancing within the target ranges established by the investment policy.(2) All the questions must be submitted no later than July 27, 2026.
Details?
- Posted
- Jul 17, 2026
- Response deadline
- Aug 3, 2026, 11:59 PM UTC (15d)
- Status
- open
- Jurisdiction
- RFPMart: Banking Services
- Location
- Oklahoma
- Item
- BANKING-9121 - USA (Oklahoma) - Outsourced Chief Investment Officer Service - Deadline August 3,2026 (1) Vendor needs to provide outsourced chief investment officer
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