Description
The Cherokee Nation is seeking a highly qualified company to provide investment management services for the Nation's Sovereign Wealth Fund. The selected investment manager will be responsible for developing and implementing an investment strategy, providing discretionary portfolio management, and ensuring compliance with investment policy guidelines. The contract is expected to have a performance period ending September 30, 2026, with the option to renew for four additional fiscal years based on satisfactory performance, mutual agreement, and funding availability. Key services include:
• Develop and implement an investment strategy consistent with the CN's investment policy
• Provide discretionary portfolio management
• Recommend strategic and tactical asset allocations
• Perform manager due diligence and selection
• Arrange introductions to relevant general partner relationships operating in target sectors for potential direct investment opportunities
• Facilitate knowledge transfer of private markets underwriting, investment pacing, and capital markets research
• Provide transparency and look-through access to LPAC governance and decision-making processes
• Ensure compliance with investment policy guidelines
• Monitor risk, performance, and adherence to CN values
• Provide quarterly reporting and attend periodic meetings with the CN
• Coordinate with CN representatives, custodians, consultants, and legal advisors as needed
• Maintain compliance with the established liquidity budget