Financial Services for the Office of Investments and Banking

The University of Minnesota is seeking proposals for financial services for the Office of Investments and Banking. The services include Private and Public Markets Strategy and Manager Due Diligence Consulting, Investment Research Services, Investment Operational Due Diligence Services, Investment Document Review and Market Terms Benchmarking Services, Investment Background Check Services, and ESG Analytics Services. The University intends to award services to multiple vendors. Respondents are encouraged to respond to all services that are within their capabilities. • The proposal should include all necessary information, including pricing, and should be submitted electronically through the MBid system. • The University may issue addenda to this RFP at any time, and respondents should check the system regularly for updates. • The University may require oral presentations, site visits, or testing of proposed goods and services. • The contract will be governed by the terms and conditions included in this RFP, and respondents should review these terms carefully before submitting a proposal.