Financial Services for the Office of Investments and Banking

The University of Minnesota is seeking proposals for financial services, including 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 information about the respondent's qualifications, experience, and approach to providing the required services. • The services required 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 • ESG Analytics Services