My Florida Marketplace #ITN2025-15NCSA

UCF Solicits Fixed Income Investment Management Services for Operating Pools

The University of Central Florida (UCF) is seeking experienced investment management firms to provide fixed income investment management services for its Operating Pools II, III, and IV, totaling approximately $284 million. - Government Buyer: - University of Central Florida Procurement Services Department - Services Requested: - Fixed income investment management for UCF Operating Pools II, III, and IV - Portfolio construction, asset allocation, security selection, risk monitoring, performance measurement, compliance, and reporting - Requirements: - Firms must have at least 15 years of experience in fixed income management - Minimum $500 million in assets under management (AUM) per pool - Adherence to UCF Investment Policy Manual, Operating Funds Supplement, relevant pool subsections, manager-specific agreements, Florida Statutes, and UCF Board of Trustees directives - Compliance with state licensing, public records law, and university policies - Ability to manage assets according to strict risk, liquidity, and return objectives - Evaluation based on qualifications, investment process, fees, and references - No specific OEMs or vendors are named; the opportunity is open to all qualified investment management firms - Notable: UCF may allocate assets among selected managers based on performance and portfolio needs; contract term is up to 5 years with possible renewals/extensions

Description

This Invitation to Negotiate (ITN) issued by the University of Central Florida seeks qualified and experienced investment management firms to provide fixed income investment management services for designated University investment portfolios. Selected firms will manage separately managed mandates within the fixed income portions of UCF Operating Pools II, III, and IV in accordance with UCF policies and applicable Florida statutes. The University may allocate assets among selected managers based on performance and portfolio needs. The solicitation is open for responses until July 24, 2026.

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