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Trust Rfp 25-002M Asset Allocation, Management, and Spending Study Tender, USA - 101398046

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REVENUE has floated a tender for Trust Rfp 25-002M Asset Allocation, Management, and Spending Study. The project location is USA and the tender is closing on 12 Jun 2024. The tender notice number is , while the TOT Ref Number is 101398046. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.

Procurement Summary

Country : USA

Summary : Trust Rfp 25-002M Asset Allocation, Management, and Spending Study

Deadline : 12 Jun 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 101398046

Document Ref. No. :

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

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Tender Details

Tender are invited for Trust RFP 25-002M Asset Allocation, Management, and Spending Study

Department: Revenue

Category: Procurement

Sub-Category: Professional Services

Location(s): Statewide

Project/Regulation #:

Publish Date: 5/17/2024

Archive Date: 6/12/2024

Events/Deadlines:

Tender are invited for The Alaska Mental Health Trust Authority (the Trust), is soliciting proposals for a firm to perform a strategic review of asset investment policies. This review will include recommending an updated asset allocation plan for all Trust assets for which trustees have discretion, performing a detailed review of and making recommendations for the Asset Management Policy (AMPS), reviewing the appropriateness of the Trust-s spending rate, reviewing historical investment performance and standard deviation of invested assets (including commercial real estate and other direct investments in land), reviewing Reserve policies and inflation-proofing calculations, and develop other recommendations to support trustees as they carry out their fiduciary duties. Proposals must be received no later than 1:30 P.M. prevailing Alaska Time on June 11, 2024. Late proposals or amendments will be disqualified and not opened or accepted for evaluation. The complete RFP and submittal forms are attached to this public notice.A pre-proposal conference will be held at 1:00 P.M., Alaska Time, on May 28, 2024, virtually via Microsoft Teams:Click here to ...