Texas DIR/ESBD #717-26-766

Texas Southern University Investment Management Services Solicitation

Texas Southern University is seeking proposals from qualified investment management firms to oversee its endowment portfolio, valued at approximately $126 million. - Government Buyer: - Texas Southern University, Procurement Services Office - Contact: Greg Williams - Services Requested: - Investment Management Services for endowment assets - Scope includes: - Investment policy review and compliance monitoring - Portfolio analysis and performance reporting - Manager research and market summaries - Training and transition planning - Strategic advisory and performance improvement - Requirements: - Respondents must be registered investment advisors with at least 10 years of experience and fiduciary responsibility - Adherence to Texas Property Code Chapter 163 and UPMIFA - Compliance with the University's Statement of Endowment Fund Investment Policy - Regular performance reporting and ethical/conflict of interest disclosures - Contract Details: - Initial term of three years, with two single-year options for extension - Estimated contract value: $90,000 - No specific OEMs or vendors are named; opportunity is open to qualified investment management firms

Description

Texas Southern University is soliciting sealed proposals to establish a contract for Investment Management Services. The contract term is for three years with two single-year options upon mutual agreement. The services involve managing the University's investment portfolio in accordance with specified investment policies and objectives. The estimated contract value is $90,000. Proposals must be submitted by August 13, 2026, at 11:00 AM.

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