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
EstimateCONTRACT DURATION
TIMELINE
RFP Issued: March 21st, 2026
Questions Due: March 19th, 2026
Proposals Due: March 23rd, 2026
QUESTION DEADLINE
Issuing Agency
Texas Southern University
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority located in Houston, Texas is seeking a vendor to provide comprehensive investment management services. Responsibilities will include delivering monthly flash reports and quarterly performance reports with detailed data and analysis for the total fund and individual asset classes. These reports should cover return attribution, portfolio characteristics, style and risk analysis, peer universe comparisons, and holdings analysis relative to benchmarks.
The vendor will manage the selection, retention, and dismissal of investment managers, ensuring thorough due diligence and providing summarized reports for transparency. Duties also include ongoing monitoring, rebalancing, and performance reporting of investment markets. Additional services required are annual asset management introductions for new Board/Committee members and in-person quarterly presentations to the Finance Committee and Board of Regents, if requested. Furthermore, the vendor will deliver monthly summaries and commentary on domestic and global equity and debt market developments.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.