BANKING-9436 - USA (Lexington, Kentucky) - Investment Management Services - Deadline November 5,2026

(1) Vendor needs to provide investment management services to the government authority located in Lexington, KY.– Offeror will review and make recommendations regarding investment policy and procedures and provide investment advisory services and discretionary asset management services.– Offeror must have investment advisory capabilities that demonstrate an understanding of various issues that affect the insurance industry, as well as issues specific to the workers’ compensation segment of the property and casualty industry.– Offeror must have discretionary asset management capabilities that will facilitate execution of investment strategy, consistent with the investment policy approved by the board of directors.– This must include the ability to optimize portfolio, within an appropriate level of risk, given the various business issues with which is involved on a day–to–day basis.– Offeror must have investment reporting capabilities that will provide timely and accurate information, as well as meeting the reporting needs of senior management and the board of directors.(2) All the questions must be submitted no later than October 8, 2026.