Description
The ScholarShare Investment Board is seeking a qualified investment consultant to assist in its role as fiduciaries to the Trust. The selected firm will provide investment consulting services, including analyzing and evaluating asset allocation plans, reviewing and analyzing investment performance, and providing advice on investment-related matters. The contract term is expected to be from April 17, 2026, to April 16, 2028, with a maximum amount of $300,000. The selected firm will be required to provide a range of services, including monthly evaluations of the Trust, investment research, and advice on investment strategies.
• The selected firm will be expected to have experience in providing investment consulting services to governmental agencies or similar entities.
• The firm will be required to provide a team of professionals with expertise in investment consulting, including a lead consultant and supporting staff.
• The firm will be expected to have a strong understanding of the investment industry and the ability to provide innovative solutions to meet the Trust's investment goals.
• The firm will be required to provide regular reports and updates to the ScholarShare Investment Board, including monthly evaluations and quarterly reports.
• The firm will be expected to participate in meetings with the Board and its staff, as well as with other stakeholders, including investment managers and other service providers.