Description
The State of North Dakota’s Investment Board is seeking a qualified investment consulting firm to provide comprehensive performance measurement, attribution, benchmarking, and related consulting services for its public funds portfolio exceeding $26 billion in assets. The contractor will deliver quarterly performance reports and presentations, monthly data sets, annual fee studies, and support for benchmark and incentive‑compensation analyses, while ensuring all deliverables meet ADA accessibility standards. The work is fixed‑fee, begins July 1 2026, and includes optional extensions.
• Quarterly performance measurement & attribution reports with in‑person presentations in Bismarck.
• Monthly performance data delivery (reports & electronic data set) within 45 days of month‑end.
• Annual external manager fee studies, benchmark memos, and assistance with the state’s ACFR.
• Provision of a performance analytics database and optional manager‑research database access.
• Required insurance coverage, risk‑management plan, and compliance with state procurement regulations.