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California ScholarShare Investment Board·California

SIB02-25 - Investment Consulting Services

Closes 2/4/2026$300k – $450kRequest for Proposal
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Description

The ScholarShare Investment Board is seeking a qualified investment consultant to assist with revising the statement of investment policy for the Trust and monitoring the investment performance of the ScholarShare program manager(s). The consultant will provide investment advice, analyze asset allocation plans, and evaluate the investment performance of the program manager(s). The consultant will also provide general advice, counsel, analyses, and recommendations on investment-related matters. Some key responsibilities include: • Analyzing and evaluating asset allocation plans for the Trust • Reviewing and analyzing the investment performance of the program manager(s) • Providing investment advice and recommendations to the Board • Participating in the development of request for proposals and subsequent selection process • Working with the Board's consultants and program manager(s) as needed • Participating in meetings with the Board, program manager(s), fund managers, stakeholders, and/or outside agencies or research companies. The ideal candidate will have experience providing investment consulting services to governmental agencies or similar organizations, a strong understanding of investment principles and practices, and excellent communication and analytical skills.

Attached files

Contact

Douglas-James Williams

[email protected]

(916) 651-6380

Key dates

Opened
12/29/2025
Questions due
1/8/2026
Closes
2/4/2026
Projected award
4/18/2026
Duration
24 months

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523920
Solicitation №
0000037597

Budget estimate

$300,000 – $450,000

Based on the contract term and maximum amount, the budget for this opportunity can be estimated to be between $300,000 and $450,000 over a period of two to three years. This estimate takes into account the contract's potential extension and the total amount of the contract not exceeding $450,000.

AI estimate from the solicitation

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