Investment Consulting 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
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Request for substitution to Solicitation: April 14, 2026
Question/clarification submission deadline: April 20, 2026
Offer submission deadline: April 22, 2026, by 07:00:00Z
If awarded, AZRAMP assessment completion: within 45 days of award
If StateRAMP becomes official, StateRAMP registration: within 45 days of notification
If StateRAMP becomes official, StateRAMP Authorization: within one year of notification
QUESTION DEADLINE
Issuing Agency
Arizona State Retirement System
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Phoenix, Arizona is seeking an experienced vendor to provide comprehensive investment consulting services covering private equity, private real estate, private credit, public markets, and compliance reporting. The selected firm will deliver portfolio strategic advice, including ongoing guidance on both strategic and tactical investment decisions, portfolio construction, and the identification and assessment of tactical and opportunistic investment themes for implementation.
The consultant's responsibilities include providing investment advice and due diligence, organizational assessment of culture, valuation, monitoring, and compliance services, as well as fee analysis and monitoring. The scope also involves valuation and fee analysis reporting, validation, monitoring, and approval of capital calls and distribution processing services. Specialized advice is required for private real estate, private credit, and public markets investment projects, with additional emphasis on compliance reporting across all asset classes. Prospective vendors must submit all questions related to this RFP by April 20, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.