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
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
RFP release date: February 24th, 2026
Questions related to RFP due: March 10th, 2026
Answers to questions posted on RFP Webpage: March 17th, 2026
Proposals due: March 27th, 2026
Interviews/presentations conducted: April - May 2026
Final selection: Early June 2026
Anticipated contract start date: July 1st, 2026
Kick-off call with Fund management and meeting(s) with Finance Committee to discuss mission-aligned investing to inform and guide investment strategy and any necessary revisions to Investment Policy: Summer 2026
Investment Policy draft finalized by Fund management and presented to Board for approval: September 16th, 2026
Investment portfolio established: Fall 2026
Quarterly investment reporting to Finance Committee: March, June, September, and December each year
QUESTION DEADLINE
Issuing Agency
The Philadelphia City Fund
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Philadelphia, Pennsylvania is seeking a vendor to provide comprehensive investment management services. The selected provider will deliver advisory and portfolio management services for the fund, in full compliance with the fund's established investment policy.
Responsibilities include maintaining portfolio liquidity aligned with a long-term investment horizon, achieving long-term capital appreciation, and ensuring prudent preservation of principal. The vendor will also be expected to deliver competitive risk-adjusted performance, maintain appropriate diversification, and ensure cost-efficient management of investments.
Additional tasks involve the selection, monitoring, and evaluation of investment managers, funds, and vehicles against relevant benchmarks. Providers must generate regular performance reports, including benchmarks, attribution analysis, detailed accounting of fees and expenses, and risk metrics. Timely communication regarding any significant market developments or portfolio changes is required, along with executing portfolio rebalancing and tactical adjustments as needed.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.