Missouri BUYS #STATE 0000000480SL

Missouri State Treasurer's Office Investment Management and Consulting Services RFP

The State of Missouri is seeking a qualified firm to provide investment management and consulting services for the Missouri State Treasurer's Office, managing a portfolio of approximately $15.1 billion. - Government Buyer: - State of Missouri, Office of Administration, Division of Purchasing - Missouri State Treasurer's Office - Services Requested: - Non-discretionary investment advisory services, including: - Market analysis - Investment recommendations - Portfolio strategy support - Trade execution - Risk management - Compliance support - Reporting - Operational coordination - Additional investment consulting services on an hourly basis - Portfolio Details: - Approximately $15.1 billion, primarily in short-term liquid instruments - Notable Requirements: - Minimum five years' experience in similar investment advisory services, preferably for government clients - Fixed annual price for core services; firm fixed hourly rates for additional consulting - Monthly payments based on interest credited to state accounts - Vendors must be registered and 'Spend Authorized' in MissouriBUYS - Deliverables FOB destination to Jefferson City, MO - Completion and return of specific exhibits with proposal - Period of Performance: - Initial two-year contract with options for two additional one-year renewals - No specific OEMs or product part numbers are mentioned, as this is a professional services procurement.

Description

This solicitation is a Request for Proposal (RFP) issued on behalf of the State Treasurer's Office of Missouri for investment management and consulting services. The contract period is effective from the date of contract award through two years. Proposal responses must be submitted electronically through MissouriBUYS by July 29, 2026, at 2:00 PM Central Time. The buyer contact is Julie Kleffner, reachable via email at Julie.Kleffner@oa.mo.gov or phone at (573) 751-1689. Deliverables are to be FOB destination to the Missouri State Treasurer's Office in Jefferson City, MO.

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