Description
The State of Michigan is seeking investment consulting services to provide guidance on investment strategies and portfolio management for various state funds, including defined benefit retirement plans, defined contribution retirement plans, and other major funds. The selected consultant will be expected to provide services such as program reviews, research, strategy, and industry trends. The consultant will also be required to participate in monthly scheduled meetings with the state and attend up to four SMIB meetings annually.
• The scope of services includes investment consulting for various state funds, including defined benefit retirement plans, defined contribution retirement plans, and other major funds.
• The consultant will be expected to provide services such as program reviews, research, strategy, and industry trends.
• The consultant will be required to participate in monthly scheduled meetings with the state and attend up to four SMIB meetings annually.
• The state is seeking a consultant with experience in investment consulting and portfolio management.
• The consultant will be expected to provide high-level consulting support for the Michigan Education Savings 529 Plans.
Attached files
The solicitation documents live at the source — open the bid source above to download them.