When is the submission deadline?

Submissions are due June 26, 2026.

It was issued by Friant Water Authority. The work is located in California, United States.

Who is a good fit for this opportunity?

Established investment management firms with experience serving government entities. Teams employing licensed and accredited investment professionals. Proven track record in portfolio management and compliance with state statutes. Demonstrated history of account and asset growth. Located in or with a strong presence in California.

Investment Management Services (Due June 26, 2026)

Overview

Financial, Legal, HR & Staffing

California, United StatesPosted: June 2nd, 2026Deadline: June 26th, 2026

Fit Score

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SUMMARY

Seeking providers of investment management services for government funds in California, with requirements for detailed firm information, compliance, and portfolio management expertise.

KEY REQUIREMENTS

Must be a firm providing investment management services
Must have experience and qualifications in investment management
Must demonstrate familiarity with state and federal investment and reporting requirements
Must provide proof of State of California Registration if not eligible for SEC registration
Must maintain adequate insurance coverage including professional liability, cyber liability, and workers' compensation
Must submit proposal by email by June 26, 2026
Must provide five years of performance history for three current public agency accounts
Must provide a copy of the firm's Form ADV, Parts I and II

TIMELINE

Proposals due by June 26th, 2026

Proposal evaluation and interviews scheduled in July 2026

Committee and Board consideration and action from July 27th – 30th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Friant Water Authority

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in California is seeking qualified vendors to provide investment management services. Prospective bidders are required to submit an organizational chart outlining the functions, positions, and titles of investment professionals within their organization.

Vendors must describe how their investment policy will be revised to permit additional investments, ensuring all actions remain consistent with California state statutes. Additional requirements include detailing the number of separate accounts managed for operating and construction funds, providing comprehensive biographical information and resumes for investment professionals involved in portfolio decision-making—specifically highlighting their tenure with the firm—and supplying data demonstrating account and asset growth over the last three years.

Key responsibilities will include active portfolio management for designated funds, with an emphasis on transparency, compliance, and professional expertise.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 26, 2026.
Who issued this RFP?: It was issued by Friant Water Authority. The work is located in California, United States.
Who is a good fit for this opportunity?: Established investment management firms with experience serving government entities
Teams employing licensed and accredited investment professionals
Proven track record in portfolio management and compliance with state statutes
Demonstrated history of account and asset growth
Located in or with a strong presence in California

Analysis generated by Settle AI from the source RFP.

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