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
Board approval to begin RFP process: December 2025
Public announcement of RFP: February 2026
Deadline for submission of completed RFP: April 15th, 2026
Analysis of responses and finalist recommendation to Board of Trustees for invitation: May 2026
Oral presentation by the finalists to the Board of Trustees and selection of actuary: June 2026
Contract negotiation and Board of Trustees’ approval: July 16th, 2026
Issuing Agency
Board of Trustees of the Transit Management of Southeast Louisiana, Inc. Retirement Income Plan
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Louisiana is seeking a vendor to provide investment consulting services for the Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (the Plan). The selected consultant will be responsible for developing, reviewing, and maintaining an investment strategy that aligns with the Plan’s Investment Policy Statement.
The scope includes administering the portfolio by delivering ongoing investment monitoring and evaluation, making appropriate fund recommendations, and assisting with fund selection, all of which must comply with the Plan’s Investment Policy. The consultant will also be required to deliver in-person monthly reports to the Board. The contract will be awarded for a period of three years.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.