AIDEA/AEA Investment Advisory Services

This contract awards investment‑advisory services to Callan LLC for the Alaska Industrial Development and Export Authority (and the Alaska Energy Authority). The contractor will provide ongoing monitoring of AIDEA’s investment policy, quarterly performance measurement, reporting to the Board, and ad‑hoc special‑project analyses such as policy revisions, manager‑selection assistance, and bespoke investment studies. The work is split into a fixed‑price quarterly “routine” fee (capped at $112,500 per year) and a time‑and‑materials component for special projects, with a two‑year base period and up to three two‑year renewals. Key responsibilities include: • Quarterly performance reporting (PDF plus 25 hard‑bound copies) and annual Board presentations. • Monitoring compliance with AIDEA’s investment policy, including asset‑allocation limits, rating thresholds, and duration constraints. • Supporting the Authority in manager selection, policy updates, and special investment analyses. • Providing market‑trend updates and advisory communications (phone, email, briefings).