External Investment Management Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The government authority in Washington is seeking a vendor to provide external investment management services for one or more portfolios. The engagement emphasizes preservation of capital, prudent risk management, liquidity to support governmental and operational needs, stability through diversification and disciplined controls, and competitive risk-adjusted returns aligned with each portfolio’s investment horizon.
The selected firm will provide discretionary fiduciary investment management services, including portfolio construction, risk management, reporting, implementation, and transition support. Questions related to the solicitation must be submitted by May 15, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.